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Merger Integration I

Human Resources

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Post-merger integration

Project plan Evolving document Updated over time Manage resources

– Time usually most valuable resource in integration

HR Plan Excel worksheet

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Post-merger integration

HR due diligence– Benefits, compensation, employment

regs/3rd party claims, labor relations, policies/procedures, safey

Understand the seller Easier to compare benefits Legal review: IRS, top heavy tests

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Post-merger integration

Step 1: Compare benefits Side-by-side comparison If seller gets better benefit package,

emphasize this in the communications

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Post-merger integration

Step 2: After comparison, then establish strategies for integration of compensation and benefits

Tough decisions Easier to do after the data

collection/comparisons

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Post-merger integration

Plan – Balance strategy and good employee

relations/morale– Beware of inequities in pay scales– Employee letters

Setting forth expectations Opportunity for one-to-one meetings

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Post-merger integration

Medical coverage– Concerns:– Will I have coverage with new

employer?– Will it be uninterrupted?– Cost difference?– Similar/better/worse?

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Post-merger integration

Coverage? If it is eliminated, expect huge

problems Possibility of turnover Hot button issue

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Post-merger integration

Difference in amount? Employees will notice difference in

paycheck Coverage

– Deductibles, plan types, co-pays, domestic partners

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Post-merger integration

Age of employee population If older, could have higher medical

liabilities Difficult to cut existing medical

obligations, but has been done– Will likely require litigation and bad PR

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Post-merger integration

Dental coverage– Not a huge issue– Interruption not a big issue

Same goes for life insurance As well as disability insurance

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ADDITIONAL TEMPLATE PREVIEWS

Guides PMI Planning Guidelines Types of Merger Integration Approaches (Hostile vs. Friendly) How To Integrate Acquisitions Well Ways to Integrate - Ver2 7 Deadly Sins The First 100 Days CFO's Role in PMI Merger Communications Plan - Ver1 Merger Communications Plan - Ver2 (No Preview) Managing Receivables Blues Motivating the Teams Managing the Process

Integration Tools and Templates

Merger Integration Best Practices

Integration Initiatives By Functional Area

Integration Timeline By Functional Area

Integration Approach Kick-Off Presentation

PMI Planning & Execution Model

Integration Plan Example 1

Integration Plan Example 2

HR Integration Plan Example

Overall Merger Integration Plan

Sales Force Merger Integration

Treasury Department Merger Integration

Presentation and Report Charts and Graphics - Big Time Saver!

Biotech Merger Integration Plan

Telecom Merger Integration Plan

New Business, Product, and Startup Ideas

MARKET, INDUSTRY, AND COMPANY, RESEARCH

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