merger & acquisition marketing: the 4 key stages

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The 4 Key Stages of Marketing During a Merger or Acquisition

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http://www.clarityqst.com/marketing-services/marketing-strategy-plans/mergers/ Marketing during a merger or acquisition is critical to the success of the business transition. Our healthcare marketing specialists have outlined the key components of a successful merger or acquisition in this 4-stage process. For more information on merger and acquisition marketing plans, or to speak with one of our expert marketing consultants, contact Clarity Quest Marketing today by visiting www.clarityqst.com or call 877-887-7611.

TRANSCRIPT

Page 1: Merger & Acquisition Marketing: The 4 Key Stages

The 4 Key Stages of

Marketing During aMerger or Acquisition

Page 2: Merger & Acquisition Marketing: The 4 Key Stages

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

Page 3: Merger & Acquisition Marketing: The 4 Key Stages

Stage 1: Pre-Announcement

Develop

key messages

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

social media

Page 4: Merger & Acquisition Marketing: The 4 Key Stages

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.

Page 5: Merger & Acquisition Marketing: The 4 Key Stages

Stage 2: Day-1 Tactical Execution Plan

Announce the transaction and

be prepared

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

Page 6: Merger & Acquisition Marketing: The 4 Key Stages

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.

Page 7: Merger & Acquisition Marketing: The 4 Key Stages

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

Page 8: Merger & Acquisition Marketing: The 4 Key Stages

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.

Page 9: Merger & Acquisition Marketing: The 4 Key Stages

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.

Page 10: Merger & Acquisition Marketing: The 4 Key Stages

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.

Page 11: Merger & Acquisition Marketing: The 4 Key Stages

Success!

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

road to a

successful merger.

Page 12: Merger & Acquisition Marketing: The 4 Key Stages

Thank You

Page 13: Merger & Acquisition Marketing: The 4 Key Stages

Clarity Quest Marketing

Contact InformationClarity Quest [email protected]

www.ClarityQst.com