Case Study

Post-Merger Integration for Provider of Sales Channel Incentive Programs That Help Brands Increase Sales and Build Customer Loyalty

Services Provided
Post-Merger Integration
Industries Served
Business Services

THE CHALLENGE

TriVista was engaged to assist with Day-1 planning and post-close development of combined company operating model including integration plans. Acquired company was based in Asia which offered both complimentary and supplementary products and services.

OUR APPROACH

TriVista supported the Integration in 2 phases:

  • Phase 1: Pre-Close/Day 1
    • Integration strategy and approach, project structure and launch
    • Day 1 planning and execution
  • Phase 2: Post-Close Support
    • Define optimized end-state (operating model)
    • Detailed Integration Plans
    • Launch weekly IMO (PMO) to support execution

THE RESULTS

TriVista was able to help the company complete the following:

  • Phase 1: Pre-Close
    • Diligence hand-off and integration objectives – establishing primary objectives and identify risks to managed
    • Integration strategy & timing/sequencing
    • Facilitate integration planning activities
    • Establish integration organization – teams, processes, etc.
  • Phase 2: Post-Close
    • Ramp up of integration team members joining post-close
    • Managed development of business-function-level integration plans for end state operating model
    • Managed the IMO and reporting to Executive Steering Committee
    • Developed high-level personnel synergy savings in collaboration with management
    • Supported teams in developing detailed integration plans for their various functions and facilitated cross-functional meetings to ensure strategic alignment throughout

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