A roadmap and a 100-day plan both leadership teams own, so the business keeps running while the integration moves.
Every integration is full of surprises. To stay agile, the team needs a clear destination and a solid plan to get there. Then, when things go off the rails, it can react, and often get ahead of the problem.
The way to avoid overwhelming the organisation is to build the roadmap with both leadership teams in the same room, and to develop the 100-day plan from it. Planning together is what lets the joint business agree priorities, run day-to-day operations and still have time to drive the integration.
Led by a senior practitioner from the first conversation to the last decision.
Project type in atlanticma.ai: Integration. Planning runs in the same Integration project as the strategy, so each workstream traces back to the value it is there to deliver.
The plan is built from the strategy, not beside it, and stays live once the integration starts.
Agents and practitioners, together
Agent: Drafts each function’s charter from the strategic direction.
Practitioner reviewsPractitioner: Works each charter through with the function leads from both companies.
Agent: Turns the key workstreams into a dated work plan for each function.
Practitioner reviewsPractitioner: Sets the priorities so the teams are not overwhelmed.
Agent: Lays out every plan on the virtual wall for the joint session.
Practitioner reviewsPractitioner: Runs the session and agrees the roadmap and the 100-day plan.
Integration · A life sciences platform backed by two private equity funds
In 2022 two private equity funds invested in a biotech company and four others in Europe and the US to create a platform for a new life sciences company.
Read moreIntegration · A global tank storage company
In 2011 a global tank storage company acquired a liquid storage terminal in India.
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Decide what the deal is for, and how far each part of the business should integrate to deliver it.
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An integration, programme or transition office that keeps the priorities on track and gets decisions made.
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Understand how both organisations behave, and design the joint behaviours that get the most value from the deal.
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Plan and run the TSAs that let a buyer stand up its organisation, and exit each one on time.
Read moreTell us about the transaction and the timetable. A partner will come back to you, not a sales team.
Atlantic M&A Partners
