
Pre-Close: Integration Planning and Execution
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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
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