Merger Integration

A lot of planning and effort has gone into the acquisition and now the deal is closed. This is the time that matters the most, as poor integration of the two organizations is what prevents most organizations from achieving their objectives. The merger integration is vital to achieving the financial and other plans that formed the basis for the valuation.

Evergreen understands that every deal is different and has developed a proprietary process to prioritize the specific integration actions for each situation, shifting the organization’s focus from uncertainty to a clear mission on attaining the intended results.

Situation

After the deal is closed, the first year can be sheer chaos if the merger integration is not effective planned and executed.

How do we achieve the sales increase we expected?
What is the plan to merge financial, operations and other systems?
Is there a communication plan for both companies?
Have we considered the impact of two very different cultures?
Should the acquired company stand alone or be merged into the acquiror?

Assessment

A proven integration process that considers and prioritizes action is Evergreen’s winning formula.

Assess the pre-deal financial expectations and set plans to match their timing.
Assess both organizations’ strategies, people, cultures, systems, and methods.
Prioritize immediate and long-term integration based on deal metrics.
Ensure people issues are quickly resolved to avoid uncertainty & talent loss.
Plan & execute new market, product, cross-sell, & other P&L impact programs.

Action

Evergreen will work with your team to develop and execute the optimal integration plan.

Develop communication plan to ensure employee alignment and enthusiasm.
Develop a quick hitter one-week and one-month action list.
Create a longer-term plan focused on accomplishing deal objectives and goals.
Ensure integration of financial and operational processes and systems.
Include acquired company input to surface additional opportunities.

Outcome

Evergreen’s deep experience shows in every step of the integration process, resulting in realization of deal objectives.

Clearly detailed plans for each department provide an easy to follow roadmap.
Ensuring the right resources are applied to each functional integration area.
No wasted time, just a focus on achieving deal objectives in a timely way.
Identification of issues and hurdles to allow rapid response and correction.
A positive attitude for all involved based on the company’s success!
An organization that is focused on running the business.

The Evergreen Advantage

Merger integration is the key to a successful deal and Evergreen is prepared to work with you to avoid the costly issues that cause most acquisitions never to reach their intended objectives.

A dedicated team of C-suite professionals that have been there.
Integration specific systems and processes that are tested and proven.
Access to all needed resources with The Evergreen Partner Alliance Team.
We go the extra mile by integrating strategy, culture and deal objectives.
A values-based company, where clients come first!