Software Company: M&A Integration Project

Issue Faced. Integrating an acquisition of a private company into a public company

Industry. Software

Location. Ft. Lauderdale, Florida and Santa Barbara, CA

Size Of Company. $600M and $40M (acquisition target)

Who Brought In The Team/Individual. Referred by Lawyers to CEO; CEO requested “operating mgmt” who had run successful integrations.

Goal Of Assignment. Successful, smooth integration of target company.

Actions Taken. Expanded integration plan. Identified employee and customer concerns. Expedited timely closure of ssues and resolution of interdependencies. Identified synergy opportunities. Kept consistent focus by communicating with all functions and resolving inconsistencies.

Results. Had great opening day! Employees of target company felt welcome. Were up front with issues. Many concerns addressed on opening day. Established broad communications channels. Merger had good start with many issues resolved on opening day and with synergy potentials identified.

Assignment Duration. 60 days

Resources Utilized. Three ERG professionals supplemented in-house team.