Need help developing your playbook or planning your integration?
Our advisors bring deep experience from 100+ M&A integrations.
Cross-border deals add layers of complexity to a Finance M&A integration that domestic transactions don't face.
This kickoff presentation is structured in two phases — Americas first, EMEA second — with a mission that goes beyond functional consolidation. The Finance team owns not just its own integration but also the assimilation of the EVA philosophy into the acquired company's organization and the tracking of synergies across all integration teams. The mandate is to complete the work quickly and provide consistent support to integration teams and upper management.
Nine non-negotiables define the Finance integration from day one:
- Payroll and benefits are centralized in the US.
- The acquired company adopts the acquirer's health insurance program.
- Business planning runs on the acquirer's process.
- Hyperion is the financial reporting system.
- Treasury is centralized.
- Risk management is centralized.
- PeopleSoft is implemented at the acquired company within 12 months.
- Performance management and succession planning are centralized.
- The fiscal year is December 31.
These decisions are not open for discussion — they establish the architectural foundation on which everything else is built.