Integration Management

  • M&A assessment, design, organizational readiness and implementation support
  • Focus on optimizing integration strategy, operations and human capital to deliver shareholder value
  • Process, product, technical and physical/site integration and consolidation
  • Expertise gained through 100s of integration projects over the last two plus decades

Areas of Focus

  • M&A assessment, design, organizational readiness and implementation support
  • Process, product, technical and physical/site integration and consolidation
  • Business combination/consolidations
  • Systems integrations
  • Stakeholder adoption and management programs
  • Associate-readiness programs
  • Customer care programs
  • Comprehensive tools designed to guide and support merging or integrating companies through the entire process
  • Change and project management expertise
  • Organization design and restructuring
  • IT Infrastructure design and evolution

Selected Sample of Experience

  • Managed and/or supported all aspects of many M&A integration programs for large and mid-size banking clients
  • Developed a ‘best practices’ based integration playbook for a regional banking client to address regulatory issues related to previous failed mergers and built performance metrics for monitoring all phases of an integration program
  • Established all transition management office processes and reporting to effectively manage large scale, complex integrations for various bank mergers
  • Engaged in all M&A phases over many years including from due diligence to assessment and design through organizational readiness and implementation
  • Managed training, communications, testing, mapping and gapping analysis and design, implementation and all other aspects of integration programs