Session Details
Date:
12:15 PM
More Information
Integration Planning Phases
- Mobilize
- Develop Project Plan
- Analyze and Set Direction
- Define Future State
- Develop Integration Plan
Integration Execution / First 100 Days
- Accounting/ Bank Account Cut-Off
- Policies and Procedures (HR)
- Cost and Synergies
- Integration Communications (Customers/ Employees/ Public)
- Culture Integration
- Department Structure
- Entity Structures
- Systems Integration (Operations/ IT/ Accounting)
Why Deals Fail
- Product/Market Misalignment
- Scalability Issues
- Capacity/ Focus Constraint
- Leadership
- Capital Structure/ Leverage/ Overpaying
- External Market Shift
- Culture/ People
- Due Diligence Issues
- Key Contracts
- Technical Integration
- Overestimated Synergies
Speakers
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![paul steinke](/sites/default/files/styles/square_150/public/2022-06/paul%20steinke.jpg?itok=ZtfM-AXu)
Paul Steinke
Managing Director
Dunning Capital
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![Michael Sorensen](/sites/default/files/styles/square_150/public/2022-06/Michael-Sorensen-800x1000-c-default.jpg?itok=4MxAow8E)
Michael Sorensen
Partner
NovaQuest Private Equity
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![Jennie Orr](/sites/default/files/styles/square_150/public/2022-06/Jennie%20Orr.jpg?itok=N5jQUvAj)
Jennie Orr
Senior Vice President Strategic Planning
Premier Research
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![Alex Paczek](/sites/default/files/styles/square_150/public/2022-06/Alex%20Paczek.jpg?itok=TX0XRhxi)
Alex Paczek
Director of Mergers and Acquisitions
Terra Nova Solutions