Post-Merger Integration (PMI)

We guide the entire post-acquisition integration process with global methodologies and local expertise to ensure the transaction generates the expected value.

Post-Merger Integration at Sunbelt Central America: We support the entire post-merger integration process with global methodologies and local expertise to ensure the transaction generates the expected value.

Mergers and acquisitions do not end with the signing of the agreement. The real challenge begins afterward: successfully integrating the two organizations so they function as one.

Post-Merger Integration (PMI) is the process that allows the capture of the value promised in the transaction. It involves aligning strategies, processes, technology, culture, and teams to ensure that synergies materialize, and the business moves forward without interruptions.

A poorly managed integration can dilute the value of the operation; a well-executed one can accelerate growth and strengthen the competitive position of the new organization.

At Sunbelt Central America, representatives of Global PMI Partners in Latin America, we help organizations turn their Post-Merger Integration (PMI) processes into tangible results.

We guide organizations from planning to execution, ensuring that every integration generates the expected value.

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How does this service work?

Phase
Step
1:
Initiation (Pre-closing)
  • Implementation of the team and governance
  • Definition of integration success factors and metrics
  • Launch of the managerial program
  • Integration “kick-off meeting”
Step
2:
Planning (Pre-closing)
  • Creation of detailed work plans by function
  • Creation of the Year 1 roadmap
  • Total involvement of the transition team
  • Day 1 Communications Plan
Step
3:
Execution, Monitoring, and Control (Day 1 – 90)
  • Evaluation and understanding of priorities
  • Execution of defined activities
  • Preparation of reports and measurement indicators
  • Monitoring and involvement
  • Optimization of the work plan
  • Auditing of critical success factors
  • Rapid identification and mitigation of risk situations and threats
Step
4:
Consolidation: Handover to the PMO (Day 90+)
  • Transition of the IMO team to the PMO
  • Communication and understanding of processes and activities
  • Delivery of the functions and activities manual “Playbook”

Cross-functional activities for all phases:

  • Cross-functional activities for all phases:
  • Continuous progress reporting, achievement of synergies, and project development
  • Communications, cultural integration, and change management

*The times described in the different phases are estimate