Post-Merger Integration

Mergers and acquisitions (M&A) can yield significant and sustainable shareholder value, but integrating companies is hard work. The implications of not getting it right are big: missed opportunities to gain market share, loss of institutional knowledge, improper financial reporting and, at worst, unhappy customers. Companies can avoid many of the integration challenges that keep mergers from achieving their full potential by conducting due diligence that goes beyond financials and forecasts, creating cross-functional integration teams that share a similar vision, and staying focused with well-planned integration strategies.

Why MorganFranklin?

MorganFranklin helps strategic buyers and private equity firms move fast to mitigate integration risks, prioritize opportunities, establish short-term goals and long-term roadmaps, and put in place the right people and processes for successful integrations. Our approach is practical and flexible. Before rushing to implement expensive business intelligence (BI) reporting tools, we help consolidate and streamline operational reporting using spreadsheet tools that do not require implementation time or training. To jumpstart efforts, we leverage proven integration templates to assist clients in quickly laying out critical integration tasks, expected benefits, performance measures, and reporting standards. Our ultimate objective is to help clients capture value quickly and facilitate a smooth transition with minimal burden.


Capabilities

  • 30/60/90-day integration plans
  • Program management office (PMO) integration
  • Organizational design and transformation
  • Process integration and re-engineering
  • Synergy calculations and value reporting
  • Asset and project portfolio rationalization
  • Cost takeout analysis
  • Systems integration and consolidation
  • Change management and communications support
  • Finance and accounting process integration
  • Consolidated financial reporting
  • Audit readiness and support
  • SOX compliance program integration
  • Key performance indicators (KPIs) and dashboards
  • Post-transaction performance health checks

Impact & Value

  • Allow management to focus on executing strategic plans
  • Avoid costly integration and post-transaction surprises
  • Take advantage of economies of scale
  • Provide shareholders with greater confidence that value will be created
  • Enable company-wide communication and motivation for success

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