- 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
