Post Merger Integration Management
The Client: A Global Designer & Manufacturer of Electronic Instruments & Electromechanical Devices
Role: HMC provided post-merger integration management services for a multi-site consolidation of business units, utilizing a structured, multi-phase gated approach. HMC’s responsibilities included planning, executing, and managing the consolidation, overseeing facility closures and renovations, product line transitions, and personnel integration while supporting the senior leadership team through every phase of change.
Situation: A division of a $6B global company had recently acquired another business and was struggling to develop and execute an effective integration plan. The challenges were significant: consolidating operations across multiple locations, closing and renovating facilities, transitioning product lines, and implementing personnel changes all while protecting revenue, maintaining customer satisfaction, and ensuring uninterrupted delivery performance.
Recognizing the complexity and potential operational risks, the client engaged HMC for external program management leadership due to its extensive merger and acquisition experience, structured execution methods, and collaborative, people-centered approach.
Approach: HMC applied a disciplined program management framework, partnering closely with stakeholders across multiple sites to design and execute a detailed, risk-managed integration plan. Key elements included:
Stakeholder Engagement: Interviews with key stakeholders aligned expectations and clarified objectives. A communication plan ensured transparency across internal teams, customers, and suppliers throughout the integration lifecycle.
Multi-Phase Gated Plan: HMC developed and led a phase-gated approach supported by a project charter, comprehensive work breakdown structure, integrated schedule, and detailed risk management plan. Workstreams included building renovations, equipment moves, organizational transitions, and customer-required product line requalifications.
Risk Management & Mitigation: A robust risk register identified potential impacts on revenue, employee retention, customer satisfaction, and supplier performance. Regular reviews ensured risks were mitigated proactively, contributing to a smooth and stable integration.
Team Leadership & Collaboration: HMC’s servant-leadership style fostered collaboration, accountability, and coordinated problem-solving across all functions. Weekly meetings kept teams aligned, removed roadblocks, and maintained momentum.
Coaching & Mentorship: Ongoing coaching helped the client’s internal team navigate the organizational and operational complexities of a major integration while maintaining personnel engagement and stability.
Customer & Supplier Communications: HMC supported the development of clear, proactive communications to customers and suppliers, reassuring them of continuity and maintaining trust throughout the transition.
Results: The post-merger integration was completed successfully and delivered measurable value across all operational, financial, and personnel dimensions. Key results included:
On-Time Completion of the Integration Program: The multi-phase consolidation finished on schedule, with all major milestones, including facility closure, renovation, equipment transitions, and workforce realignment, completed on time.
Zero Loss of Revenue: Risk mitigation strategies ensured uninterrupted operations and stable customer deliveries, protecting revenue throughout the transition.
Full Employee Retention: Proactive communication, coaching, and careful personnel change management resulted in strong employee engagement and successful retention of key talent.
Successful Requalification of Product Lines: All required customer product line qualifications were completed without issue. The client’s transparent, collaborative communication supported by HMC’s program management—enhanced customer confidence and satisfaction.
Customer Satisfaction Improved: Throughout the transition, customers reported high levels of transparency, responsiveness, and continuity. On-time delivery was maintained, and customer satisfaction improved due to the client’s coordinated communication efforts.
All Risks Effectively Managed and Mitigated: The comprehensive risk management system ensured potential disruptions were identified early and addressed proactively, resulting in a smooth and stable integration.
Simplify Complex Transitions with Expert Post-Merger Integration
At Hoagland Management & Consulting LLC (HMC), we specialize in post-merger integration management services that ensure smooth transitions, minimize risks, and safeguard business continuity. With our structured program management approach, we guide organizations through multi-site consolidations, workforce transitions, and operational changes, just as we did for this global electronic instruments and electromechanical devices manufacturer.
If your business is navigating a merger or acquisition and needs expert guidance to maintain stability and achieve strategic goals, HMC is here to help.
Contact us today to learn how we can make your post-merger integration a success.