Executive summary
A method for appraising acquisition integration options and building the investment case a steering group can challenge before integration spending starts.
What is inside
What the options appraisal covers
The asset walks an integration lead through framing the integration decision, assembling a longlist and shortlist of integration approaches, modeling synergy ramps, customer attrition, and one-time costs strictly from the frozen register, scoring readiness, reversibility, and customer exposure, running sensitivities and switching values, and writing the investment paper with tranche conditions. It ends with a completed options matrix, cost-benefit workbook, and sensitivity table.
- Scope: choosing the depth and pace of integration after an acquisition closes
- Building every option from the frozen assumption register, with no deck numbers
- A standard option set from preservation to selective, phased, and full absorption
- Synergies, dis-synergies, and one-time costs modeled on the same basis
- Readiness, reversibility, and customer exposure scored alongside the money
- Sensitivities and switching values that show when the chosen approach stops being right
- A decision paper with tranches and stage gates the steering group can hold to