Reply To: Preparing Synergy list before due diligence



Hi Shayekh,

For a recent M&A activity my organization did, they actually had a 3rd party lead a synergy retreat with leaders from both organizations to help them develop the list together so when we started begin able to engage in the work it would provide guidance to the teams of what synergies to look for and focus on in regards to the 30, 60, and 90 day plans. It was great in theory, but it was never actually shared with the people doing the work, so I don’t know if it would have helped with the success of the merger or not.


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