Provider services and solutions

Managing hospital M&A strategies: Phase II pre-merger transition planning

The challenge

During the transition period between due diligence and closing of the deal it is important for the organization(s) to continue to plan the strategy and integration in order to fully realize the benefits of the transaction. There are seven fundamental tenets to assist your organization in realizing the integration's success. They are:

• Accelerate the transition
• Define the integration strategy
• Focus on priority initiatives
• Prepare for "Day One"
• Communicate with all stakeholders
• Establish leadership at all levels
• Manage the integration as a business process

Utilizing these tenets as guiding principles, organizations should invest resources to effectively plan the integration/transition of the deal. This requires designing and communicating the deal strategy, structure, integration/transition plans and benefits expected to be realized.

How we can help you

Realizing the benefits of the deal requires careful planning. We approach the post due diligence phase with a focus on your preparation for the approval of the deal. This includes assisting you develop the overall strategy and structure, design the integration, and develop Day One plans. Mutually advantageous deal-making requires increased planning by both buyer and seller. We can help you identify and assess strategies to mitigate risk and reduce the dilution and volatility of your earnings. After you close a deal, we can assist you improve the management and implementation of new processes and IT system changes.

Common services include

• Strategy and structure development
• Day One planning
• Regulatory filings
• Design service integration plan
• Comprehensive transition plan development
• Change management
• Resource management
• Assess capital position
• Organizational and management alignment