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August 13, 2024

Pre-Close: Integration Planning and Execution

35 minutes

Welcome back to The Next Imperative! Today, on our segment on Energy, Industry, and M&A, our host Geoff Angulo is joined by Wade Stubblefield - Managing Director with Alvarez & Marsal, Jacques Duplantis - Managing Director with A&M, and Andrew Burns - Senior Director with Alvarez & Marsal. Today the A&M group focuses on integration, how to help employees, making the merger go as smoothly as possible, what to watch for, and much more. Gain a ton of tips, and useful knowledge to help your business become successful.

Host:

Geoff Angulo, Senior Director with Alvarez & Marsal - Energy

Guests:

Wade Stubblefield, Managing Director with Alvarez & Marsal

Andrew Burns, Senior Director with Alvarez & Marsal

Jacques Duplantis, Managing Director with Alvarez & Marsal

Time Stamps:

(00:00 - 01:04) Introductions

(01:05 - 09:57) Transitioning Employees after a Merger

(09:58 - 19:23) Breaking Down a Successful Integration

(19:24 - 24:54) Integration Management Office

(24:55 - 30:12) Risks of Bad / No Planning

(30:13 - 34:46) Pre-Close Planning Successes

(34:47 - 35:18) Closing

...more

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By Alvarez & Marsal