Pre-Close: Integration Planning and Execution
Alvarez & Marsal Alvarez & Marsal
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 Published On Aug 13, 2024

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, Jay Campbell - 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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