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Mergers & Acquisitions Playbook Development: National Home Health Care Provider

Mergers & Acquisitions Playbook Development: National Home Health Care Provider



September 8, 2020

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

THE 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

CONTACT

CHRIS MOORE | PARTNER, MANAGEMENT & TECHNOLOGY CONSULTING

(P)443.838.3050 | (E) chris.moore@mazarsusa.com

 

STEVEN KOPS | PARTNER, FINANCIAL ADVISORY SERVICES

(P)212.375.6852 | (E)steven.kops@mazarsusa.com

 

KEVIN KOCIS | DIRECTOR, MANAGEMENT & TECHNOLOGY CONSULTING

(P)623.628.2112  | (E)kevin.kocis@mazarsusa.com



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