Case Studies M & A Integration ______________________________________________________________________________________________________________________________________
M & A Integration at a Consumer Products Company __________________________________________________________________________________________________________ Issue: A multinational organization with little experience in acquisition integration acquired a manufacturing facility with turnover, labor relations, and profitability issues. Communication from the acquiring company was minimal during initial phases of the acquisition process and anxiety levels were continuing to grow. Buy-in and ownership needed to occur before internal systems and processes could be integrated. Solution: Leaders were guided to involve employees in the change management/M & A integration process through the creation of steering committees and task forces. Result: Systems and procedures were integrated within corporate guidelines and established timelines. When reasons for change were communicated, employees and leaders at all organizational levels advanced the change initiatives. _______________________________________________________________________
M & A Integration at Acute Care and Long Term Care Healthcare Organizations _________________________________________________________________________________________________________ Issue: When an acute care hospital acquired an organization in the same industry, it seemed as if it could easily facilitate a smooth integration and leverage synergies. However, each organization dealt with different internal and external challenges, and it became apparent to both organizations that the value of the acquisition would be compromised unless synergies could be leveraged. Solution: Individual meetings with members of each executive management team helped leaders to see that they would need to develop a common language and better understanding of each others' businesses. A team-facilitated joint strategic planning session allowed both organizations to take initial steps toward common goals and realistic assessments of how to achieve them. Result: Both executive teams were able to identify potential integration obstacles as well as potential areas of synergy through effective partnering. The acquiring organization was then able to capture the full value of the acquisition and the acquired organization was able to take advantage of economies of scale. ______________________________________________________________________
M & A Integration and Divestiture at a Financial Services Company _________________________________________________________________________________________________________ Issue: When details of the sale of part of an organization had been agreed upon, the company needed to retain value of the acquisition (via a full sale price) by ensuring both employee and customer retention. From a talent management perspective, this meant ensuring that key leaders and associates would remain, and be productive, while the acquiring organization merged numerous internal processes and while the remaining part of the company was merged with the parent corporation.
Solution:An effective transition strategy was formulated and discussed with senior leaders of the part of the organization that was being sold and with key leaders at the parent company. After incorporating feedback from all key leaders involved in both the divestiture and M & A, the strategy was finalized and implemented.
Result: Employee and leadership retention were maximized and high asset quality and productivity levels were maintained during the nine-month sale of part of the organization. Other parts of the organization were successfully merged with the parent company. ______________________________________________________________________
To learn more about how we help organizations leverage M & A integration synergies and avoid M & A failure, read our brochure on M & A Integration. _____________________________________________________________________________________________________________________________________
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