How do we combine the two companies and capture the value of the deal?
Plans the integration after an acquisition: the target organization, the synergies by quarter and the moves that protect the business while the two companies combine.
What you receive
The integration plan, the target organization, the synergies by quarter and the day-one priorities.
Synergies captured each quarter, by lever, against the target set in the deal case.
When to open it
- An acquisition is signed and closing approaches.
- Synergies promised at signing lag behind the plan.
- Your integration team must combine two organizations, systems or brands.
What the project covers
- Cost and revenue synergies, lever by lever
- Target organization and leadership appointments
- Integration of customers, brands and channels
- Systems, processes and the sequence of the integration
- Risks to customers, employees and continuity of service
What your team brings
- Deal model and the synergies estimated in due diligence
- Organization charts and payroll of both companies
- Cost base, supplier contracts and leases
- Customer, product and channel lists of both businesses
- Inventory of systems and IT contracts
In your report
- Exhibit 1
Synergies ramp up quarter by quarter against the target
Synergies captured each quarter, by lever, against the target set in the deal case.
- Exhibit 2
An integration roadmap sequences workstreams and decisions
Each workstream with its milestones, its owners and the decisions it needs from management.
Where it applies
- Asset and wealth management
Once the acquisition closes, how do we combine the two fund ranges and investment teams without losing clients?
The overlap between the ranges, the clients each team brings and the cost of merging funds.
- Telecom and media
After the merger, which network, IT systems and brands do we keep?
Coverage and capacity of each network, the cost of migrating customers and how each brand performs by segment.
- Private equity
How do we integrate the add-on we just bought into the platform, and in what order?
The savings and sales the deal case assumes, the systems and teams to combine and the customers at risk during the change.
Start with this engagement
Write to hello@tacitude.com with the project you have in mind, and we frame the engagement with your team.