Post-Merger Integration Steps & Tactics

1. Post-Merger Integration Steps & Tactics

2. Keys to Successful Post-Merger Integration • Strategy: Link strategic context with tactical execution • Focus: Focus on value: preservation, realization, creation • Leadership: Understanding constraints, risks and benefits; align personal, • political and business objectives • Technology: Align technology with business integration as an enabler and a • lever • Balance: Manage day-to-day business while executing fast/effective • integration • Rigor: Manage as a complex project with applicable structure, • process, measures, resources and skill sets • People/Culture: Understand/address the people and cultural issues; manage • people through the cycle of change

3. Stages of Integration • Identify Joint Integration Team • Define roles and responsibilities • Dedicate the resources to team to allow them to drive integration • Execute Communications Plan • Employees • Customers • Investors • Creditors • Others • Develop Detailed Day One Activities Plan • Establish Formal Integration Program Management Office • Develop Three-Month Plan • Run parallel operations • Consolidate operations • Integrate the business • Transform to a new organization • Identify Sensitive Restrictions and Allowances • Charter and Conduct Formal Culture Assessment • Develop Contingency Plans

4. Integration Approach Transaction Closes 1 2 3 4 Running Parallel Operations Transform to The New Organization Doing the Deal Consolidating Operations Integrating the Business Value Realization Value Preservation Value Creation Develop 3-Month Plan

5. PARTIAL DOCUMENT – THE REMAINDER IS VIEWALE BY THE MEMBERS ONLY