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M&A

Synergies

UNDERSTAND

U

Conduct Interviews & Review Data

NAVIGATE

N

Plan Paths to Optimize

IMPLEMENT

I

Unlock New Synergies

TRACK

T

Track Progress

YIELD

Iterate & Evolve

Y

Using the UNITY framework, let's explore a specific scenario that may keep you up at night...

Scenario

You have recently completed a merger and seeks support to evaluate the performance of the merged entities. Finding opportunities for improvement, cost synergies, and revenue enhancement strategies to optimize the overall performance of the combined organization.

01

Conduct Interviews & Review Data

  • Conduct a comprehensive assessment of the performance of the merged entities, including financial performance, operational efficiency, and key performance indicators (KPIs).

  • Conduct interviews with key stakeholders engaged in the pre-merger activities to gain insights into their perceptions of performance and potential areas for improvement.

  • Assess technology stack including use cases, workflows, and ideal process maps.

02

Plan Paths to Optimize

  • Develop a performance improvement strategy that outlines the approach, initiatives, and actions required to optimize performance.

  • Identify opportunities for cost synergies, such as streamlining operations, reducing duplication, and optimizing resource allocation.

  • Develop revenue enhancement strategies, including market expansion, cross-selling, upselling, and product diversification.

  • Develop a change management plan to facilitate the implementation of performance improvement initiatives and gain buy-in from employees for areas that continue to create challenges.

03

Unlock New Synergies

  • Execute performance improvement initiatives, such as process optimization, technology upgrades, and workforce alignment. 

  • Implement cost synergy measures, such as consolidating functions, reducing overhead, and optimizing supply chain processes.

  • Implement revenue enhancement strategies, including targeted marketing campaigns, sales training, and customer retention programs.

  • Execute the change management plan, ensuring that employees are informed, engaged, and aligned with performance improvement goals.

04

Track Progress

  • Regularly monitor the progress of performance improvement initiatives, tracking key metrics and KPIs to assess effectiveness.

  • Track cost synergy measures to ensure they are delivering the expected cost savings.

  • Monitor revenue enhancement strategies to assess their impact on revenue growth.

05

Iterate & Evolve

  • Conduct a post-implementation evaluation to measure the success of performance improvement initiatives, cost synergies, and revenue enhancement strategies.

  • Identify lessons learned from the post-merger performance improvement process and use them to refine future strategies.

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