Merger Announcement Presentation

Example of Merger Announcement

Details of the Deal

• Alpha announced today (date) that we have agreed to merge with Zenith.
• We expect this merger to close in late June following regulatory approval.

Zenith Company

• History
• Company was founded in 2001  by John Doe and Bob Smith
• Company employs more than 2,200 service professionals
• Vision/Mission
• To be among the Top 5 in the industry and to provide clients with world-class business services

Context for the Merger

• Expansion in the North American market
• Global service offerings
• Continuing world-class development

Together, we will be the second largest service provider in North America and the sixth largest in the world.

Leadership of Integrated Company

• Bob Smith, CEO
• Pat Jones, President
• Todd Johnson, Senior Vice President of Business Development
• Jennifer Davis, CFO

Merger Timeline

• SEC papers will be filed tomorrow
• Average 10-12 weeks for approval
• Regulations limit the amount of communication between the organizations until the deal closes
• Once the deal closes integration will begin

Integration Planning

• Integration teams will be formed with representation from both companies
• Teams will be established to focus on integrating the major functional areas – operations, sales, finance, human resources, IT, communications, and service development ...