Merger Integration

Merger Integration

Mergers offer significant opportunities for companies to expand their capabilities and drive key business objectives.

Along with the exciting potential, however, comes the need to carefully plan for a seamless integration that will minimize business disruption, address the needs of those who will be impacted, and drive prompt results.

Navigate has developed a versatile merger integration framework that considers every relevant aspect of the combining organizations.

  • Due Diligence: During this discovery phase, Navigate establishes an Integration Management Office (IMO) that will evaluate, plan, and manage the many moving parts of the transition.
  • Integration Planning: Armed with key information, Navigate develops a roadmap for consolidation, with an emphasis on people – creating retention and succession strategies, defining new structures and responsibilities, and preparing leaders for their important roles. The IMO works with business leaders to ensure merger integration goals are achieved.
  • Integration Execution: Ready for action! The new organization emerges seamlessly thanks to careful preparation and ongoing employee support.  The IMO monitors progress against the integration plans, focusing on risk remediation and outcomes.
  • Post Integration: Navigate sees its clients beyond integration, making sure the new organization is operating at peak performance. Tools are deployed to measure success and drive ongoing improvement.

Navigate Success Story

Technology Integration for a Pharmaceutical Company in Growth Mode


The Client completed the acquisition of three companies as part of its overall growth strategy and required IT integration leadership, coordination and support across the newly added entities. While the IT Team was rarely, if ever engaged to assess the risk or level of effort to consolidate operations as part of pre-transaction due diligence, they were required to on-board and integrate resources (people, process and technology) after the transactions had been finalized.

The Client had been leveraging documentation that provided standards for integration activities but found that the content was distributed across multiple large documents, making it challenging to locate specific information, make recommendations quickly, and mobilize required resources.


Navigate partnered with the CIO to:

Perform a current-state review of the IT organizational infrastructure , governance model, operational responsibilities, enterprise licensing and existing cross-organization relationships; consolidate integration framework and documentation into two foundational workstreams: design and development; design a communications and change strategy for engaging stakeholders and ensuring all organizations are ready and prepared for the integration; develop a compliance monitoring program to identify and manage post-acquisition transaction risks.


Navigate’s post-transaction integration efforts resulted in:

Creation and deployment of a handbook and checklist that provided a roadmap to estimate the level of effort and approach to executing information technology integration; establishing a communications program that informed key stakeholders about critical milestones and mobilized resources critical to achieving milestone outcomes, and; implementing an IT Governance program that provides the CIO with insights to specific technology functions, implementation progress, individual and organizational impacts, and recommended modifications where needed.

Does Your Organization:

  • Consider planning an upcoming merger.
  • Feel concerned about how two or more merging organizations will ultimately come together and collaborate efficiently.
  • Feel overwhelmed by the many considerations and areas of impact of an integration.
  • Sense anxiety within your organization regarding an upcoming merger.
  • Lack clear visibility into your people, processes, and technology as you start to plan for a merger.
  • Want to better prepare your leaders to proactively support your employees through this transition.
  • Plan to conduct multiple mergers/acquisitions and do not have a track record of successful integration.

What You Can Expect from Navigate:

  • Experienced team that has led clients of various industries through profitable mergers.
  • Thorough assessment of all roles, functions, and properties pertaining to each merging organization, and how they will consolidate into the emerging entity.
  • Structured and proven process to guide you from planning through post-integration, executed under a tailored Integration Management Office.
  • A day-by-day plan leading up to and beyond Day One of the new organization.
  • Specialized support in areas such as training, change management, and IT.
Change Management Done Right
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