M&A Integration Review 60 Days Post-Close

Agenda

• Merger Integration Report Card – 1st 60 Days
• Survey – Concerns Raised
• Next 60 Days: Integration Challenges
• Recommendations from Managers
• Executive Dilemmas
• The Tough Questions
• Recommendations for Next 90 Days
• Next Steps

Merger Integration Report Card – 1st 60 Days

Rate on a scale of 1 (Poor) to 5 (Excellent) the following areas:

1. Integration Progress/Success       
2. Customer Satisfaction   
3. Operating Results/Stock  
4. Resolution of “Individuals’ Issues”  
5. Management Structure   
6. Communication                                            
7. Retention of Talent  
8. Cultural Integration 

Survey – Concerns Raised

• Lack of communication
• Culture clash
• Lack of clarity on management structure
• Product overlap
• Different business models
• Site closures
• Relocations ...