integration management office (imo) playbook · playbook objectives goals meet execution finance...
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Copyright © 2016. 9Gauge Partners, LLC. All rights reserved.
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9Gauge Partners, LLC1717 W 6th St #380Austin, TX 78703
Integration Management Office(IMO) Playbook
Why do most transactions fail?
(2016 Deloitte Consulting Study)
47%of company execs leave
after one year
50%of companies
experience productivitydecline in first 6 months
63%cited difficult transition /
unexpected challenges asgreatest reason for failure
75%of companies that brought in external partners achieved
synergy within 1 year; 43% in 6 months
Nearly 80% of all M&A deals are troubled, with 50% failing to live up to expectations and 28% failing outright.
∙ Strategic planning and CFO advisory∙ Board reporting and support∙ Cash and budget management∙ Tax Consulting∙ Financial audit readiness∙ Streamlined financial processes∙ Transactional Accounting
∙ M&A transaction support∙ Due diligence support∙ Integration management∙ Dashboard design and monitoring∙ Fundraising support∙ Stakeholder communication∙ Operational carve-outs
∙ Financial projections and business analysis∙ Management KPIs design and reporting∙ Business model assessment∙ Cash performance evaluation∙ Integration of complex data systems∙ Budgeting and forecasting
FINANCE & BUSINESS INTELLIGENCEFINANCIAL ADVISORY SERVICES
TRANSACTION ADVISORY SERVICES
What We Do9Gauge leverages expertise across all practices to bring
exceptional value to transaction support.
SYSTEMS INTEGRATION∙ Software selection and implementation∙ Accounting systems optimization∙ Technology platform system integration∙ Project Management
Financial Advisory ServicesGlobal Big 4 audit, assurance, and
industry CFOs and controllers(startup to Fortune 500)
Finance & Business IntelligenceFP&A, BI and IT experts from
world-class enterprises
Transaction Advisory ServicesGlobal Big 4 M&A consulting and industry corporate development
managers (mid-market to Fortune 500)
OurExperience
Systems IntegrationBusiness and IT-expert consultants
(startup to Fortune 500)
Your Corporate Goals What You Get From 9Gauge
Effective Day 1 and Post Close Transition
Accomplish a smooth close and minimize the integration risks that exist over the first 100 days.
Integration Management Services
A customized integration playbook with proven processes, templates and tools led by M&A experts with successful track records. We'll manage the process, collaboratively with your team, from pre-close through full integration.
Synergy Identification and Realization
Meet or exceed your transaction synergy targets.
Efficient Tactical Execution
Ensure the correct resources are deployed at theappropriate time during the integration process.
Synergy Tracking
A framework for identifying, quantifying and prioritizing key synergies. We will work with you to build a rigorous model with detailed KPI tracking to maximize deal value.
Functional Expertise
Business and integration experts to fill in any knowledge and bandwidth gaps within your existing team across all functions.
Playbook Objectives
Goals Meet Execution
Finance & Accounting• Review and revise, if necessary, the GL account structure to facilitate
consolidation of financial information and close processes• Review accounting policies and controls to ensure GAAP compliance• Develop process to consolidate budgeting, forecasting and reporting• Review and revise treasury functions including cash controls & liquidity
management
Research & Development• R&D organizational structure, people and facilities• Product and technology roadmap synchronization• Product development and execution
Legal• Legal entity consolidation• Intellectual property protection• Vendor/Supplier arrangements• Customer contracts and leases
HR• Training and onboarding• Workforce planning, assessment, retention, restructuring• Compensation planning• Organizational alignment
Information Technology• Design and manage reporting package, KPIs and rolling forecast with
analytics for multiple stakeholders (investors, banks, BOD, etc....)• Ensure the availability of key business applications• Coordinate the utilization of the various IT infrastructure assets• Review and revise all information security practices
Operations• Rationalize and eliminate redundancies across functions:
• Procurement• Warehousing• Shipping/distribution• Quality
Sales & Marketing• Alignment of sales organizational structure, customer segmentation,
compensation, opportunity management, customer relationships• Alignment of sales & marketing management, CRM tool, forecasting and
reporting• Coordinated branding, advertising, collateral, web site, public relations
Facilities• Building and site (signage, maintenance, help desk) • Facility administration (reception, communications, cleaning)• Security• Real estate portfolio optimization