Mergers & acquisitions playbook development: national home health care provider

Challenge:

Client had recently acquired three companies and needed an integration leader and a playbook to guide current and future integration efforts.

Existing challenges included:

• Limited direction and engagement from functional teams on merger and acquisition projects
• No formal M&A project plan or cross-functional leadership to support three concurrent acquisitions in different geographies
• Very aggressive timeline with limited engagement and communication beyond corporate development team

How Mazars helped:

We provided skilled M&A professionals who were experienced in planning and management, merger integration, and playbook development.

Solution:

• Provided robust assessment based on Merger Integration and Project Management Institute (PMI) best practices
• Interviewed functional leaders and teams to identify key integration activities and opportunities to increase integration engagement and efficiency
• Developed a scalable, cloud-based document repository for all acquisition artifacts
• Created an integration playbook and scorecard supporting fifteen core integration functions

Result:

• Successfully delivered an M&A playbook and cloud-based document management system based on people, process, and technology success factors
• Developed an M&A scorecard that:
  • Increased engagement, efficiency and communications in current and future integrations
  • Delivered improved success and value to future acquisition integrations