Professional Documents
Culture Documents
A combination of common
Integration Integration Integration cross deal objectives, and
Objective Objective Objective some deal specifics
Deal
Strategic Rationale
Cost
Initiatives Initiatives Initiatives Initiatives Synergies
+
Enabling
Expenses
-
Functional Integration Project Plan
Functional Functional Functional
Milestones Milestones Milestones
Integration
Costs
-
Functional Functional Functional
Milestones Milestones Milestones ________________
Transaction’s P&L
The configuration complexity varies with the desired level of
details to be tracked
Deal
Strategic Rationale
Enabling
Expenses
-
Functional Integration Project Plan
Functional Functional Functional
Milestones Milestones Milestones
Financial Integration
Costs
-
Functional Functional Functional
Milestones Milestones Milestones ________________
Transaction’s P&L
A B C
Initiatives with High level metrics Detailed Financials
KPIs linked to milestones linked to Milestones
Detailed decomposing of
High level tracking of
Approach synergies with hierarchies
deal’s goals / synergies
and financial details
Detailed reporting /
Standard set of reports
Reporting multiple home-pages for
for synergies data only
deals and portfolio views
Reserved for serial
Most clients either track
acquirers with significant
Adoption synergies at this level or
M&A maturity or a
below
“shooting star deal”