Post Merger Integration

Welcoming new member Jeremy Muench

Umbrex is pleased to welcome Jeremy Muench with Infinity Growth Partners.  Jeremy Muench has worked the last ~20 years in the B2B software space and most recently with Vista Equity Partners (leading private equity software investor) as a Managing Director and member of Vista’s internal operating team (Vista Consulting Group). Prior to Vista, he worked at a Vista portfolio company as COO and at McKesson Corporation and General Electric in several operating roles (Lean Six Sigma, post-merger integration, corporate development and strategy, system implementation, go-to-market effectiveness). Earlier in his career, he was a Bain consultant.

Welcoming new member Duncan Mitchell

Umbrex is pleased to welcome Duncan Mitchell with OCC Business Services.  Duncan Mitchell spent over 6 years at McKinsey focused on the Energy practice. He specialises in transformation/turnaround and has been running his own consulting firm since 2016. Duncan has broad experience, first as a Chemical Engineer at the leading petroleum technology licensor, UOP and also in operations improvement at Arcelor Mittal – the world’s largest steel company. Functionally Duncan specialises in post-merger integration, performance measurement and management and strategic transformation through acquisition or restructuring.

He lives in Chicago IL by the airport and is happy to travel as necessary to serve clients.

Welcoming new member Amit Bhagat

Umbrex is pleased to welcome Amit Bhagat. Amit Bhagat brings together a combination of corporate and consulting experience.  In the corporate world, he was General Manager of a $300M business unit of a public consumer goods company.  In addition, he was Head of Strategy and M&A. Within his portfolio of responsibility, Amit led teams in each of corporate strategy; M&A and post-merger integration, business insights and analytics; and transformation.  In the consulting world, Amit was Managing Director at PwC Strategy& focusing largely on M&A related engagements – post-merger integration planning and execution as well as post-merger growth strategy. Amit is based in Toronto.

A Post-Merger Integration Plan Guide

January 25, 2020

 

David Burnie’s company blog provides a plan for post-merger integration to help ensure a smoother process.

 

A post-merger integration or PMI is what happens following a merger or acquisition. PMIs are the complex process of combining and rearranging the merged businesses to find efficiencies and create synergies.

 

Points included in the article:

 

1: What makes a good PMI plan?

2: An example PMI plan

3: Common mistakes in a Post Merger Integration plan

 

Read the full copy of the Post Merger Integration Plan from the Post Merger Integration Knowledge Hub on The Burnie Group’s website.