Post-Merger Integration (PMI) Planning

Required Inputs

• Transaction Context: Buyer, target, deal rationale, and announced synergy targets.
• Deal Thesis and Synergy Assumptions: Revenue synergies, cost synergies, and one-time integration costs from the deal model.
• Timeline: Expected close date, Day 1 target, and 100-day plan deadline.
• Organization Scale: Combined headcount, number of locations, and geographic spread.
• Integration Philosophy: Full integration, partial integration (keep brand/operations separate), or holding company model.

Execution Steps

1. Integration Management Office (IMO) Design

The IMO is the command center for all integration activity. Establish before Day 1.

IMO Structure