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


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.


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


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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