All materials copyright 2001 by IntelliMerge.com

The Intelligent Merger

The Intelligent Merger: Successfully Integrating Private Acquisitions and Mergers- A Guide Book and Checklist

Section 1: Preface    

Why mergers and acquisitions fail   
Private vs public companies
What this book does

Section 2: Before the deal    

Why get bigger? What are the objectives?    
Grow organically or acquire?   
Buy or Merge? 
Developing the business plan   
Establishing price   
Due diligence   
Organizational design - first cut

Section 3: During the deal   

New roles for old owners - What it will feel like to be an employee again   
The shareholder agreement   
Protecting your best employees - and theirs   
PR   
Other demands   
Deal breakers

Section 4: After the deal   

Developing a timeline for  changes in all areas
Dealing with problems in due diligence
Redesigning the organization - second cut 
Rebranding - changes to the corporate image
Aligning personnel policies:     
        Pay scales       
        Benefits       
        Titles   
Merging  IT:     
        Communications       
        Networks     
        Desktops         
        Application software       
        Policies   
Merging accounting/finance:       
        Conversion scheduling       
        Policies       
        Data conversion            
        Reporting   
Business continuity       
        Policies       
        Responsibilities 
Building a unified team       
        Overpromising       
        Breaking  down the "we bought you" attitude   
        Getting used to new ways   
Who speaks for the firm?   
Unacknowledged costs of mergers and acquisitions       
        Morale - all change is stressful       
        Disruption due to unification       
        Doing double duty   
 Reviewing facts and assumptions:     
        Reforecasting based on revised actuals   
        Post acquisition review - performance vs promises

Appendix: Merger and Acquisition Checklists

Bibliography.

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