merger & acquisition marketing: the 4 key stages

The 4 Key Stages of

Marketing During aMerger or Acquisition

Merger & Acquisition Roadmap

During a merger or acquisition there are

4 key stages

that must happen to ensure a smooth

transition

Internally

In the media

In the boardrooms of your customers

Stage 1: Pre-Announcement

Develop

key messages

to be used internally and externally in branding, communications, PR, advertising, and

social media

Stage 1: Pre-Announcement

Think your merger or acquisition is too small to worry about this step?

You’re Wrong!

Even the smallest merger needs to be positioned properly to customers, sales teams, analysts,

etc.

Stage 2: Day-1 Tactical Execution Plan

Announce the transaction and

be prepared

with collateral to address the media, clients, customers, and employees

Stage 2: Day-1 Tactical Execution Plan

This is the “go-live” day.

Stage 1 is critical

to make sure the management team is prepped and ready to address customer and employee

concerns.

Stage 3: The First 100 Days

Open communication to customers and employees is critical.

Both companies

must be prepared

to operate smoothly during this transition

Stage 3: The First 100 Days

The first 100 days is the

key integration phase.

The success of the merger depends on teams coming together, operations flowing smoothly,

and employees feeling good about the new path.

Stage 4: 1 Year Post Acquisition

The newly joined companies now function as a

fully integrated team.

Any lingering divisions between the two sides can result in a failed acquisition.

Stage 4: 1 Year Post Acquisition

If the plan was to fully integrate, there should be

no more “them and us”

mentality. Companies that allow lingering division in essential departments risk never fully having a

combined team.

Success!

Following a merger and acquisition marketing plan will put you on the

road to a

successful merger.

Thank You

Clarity Quest Marketing

Contact InformationClarity Quest Marketing877-887-7611information@clarityqst.com

www.ClarityQst.com