Post-Merger Integration

Overview

The Callidon team has deep expertise helping clients maximize value when acquiring and integrating businesses. We identify and assemble the relevant facts necessary to choose the correct course of action and we actively help our clients manage the integration process. Both are critical to achieving cost and growth targets.

Callidon consultants possess a rare ability to bridge the traditional divide between strategic and operational consulting, enabling us to implement the recommendations and realize the opportunities we have helped identify during the due diligence phase of an acquisition. In short, we are equally at ease formulating the strategy as we are at rolling up our sleeves and making it happen.

Strategic Challenges

A solid plan is critical to ensuring the appropriate approach to integration. Typically, in an attempt to meet their acquisition goals, companies either pursue an overly draconian, top down culling, achieving cost reductions at the expense of revenue growth or, in an attempt to protect revenues, fail to make the necessary tough decisions required to reduce costs.

After the deal closes, our team works closely with management to develop the organizational approach for the integration process. The extra resources Callidon provides allows management to concentrate on managing the day to day businesses, while Callidon manages the integration process and shoulders most of the fact gathering burden. This results in better fact gathering and analysis before major integration decisions are made. It also facilitates more rapid execution of the integration, reducing the transition period, minimizing employee and customer uncertainty and achieving a higher NPV.

Activities

  • Develop detailed post-acquisition plan and manage post-integration process
    • Financial model and associated tracking templates, including one-time investments
    • Migration plan, to include key people, customers, contracts, suppliers
    • Organizational structure
    • Timeline
    • Communication plan
  • Systematically analyze functional areas, to develop fact base and develop integration strategy
  • Track progress against plan metrics (financial and other)