1. Merger & Acquisition
Plan
Company A: A mid sized tech company that specializes in commercial applications used with a leading virtual reality (VR)
headset that possesses it’s own proprietary image capturing software for VR environment creation.
Company B: A slightly smaller sized tech company has not yet created applications for VR commercial use, but has created
it’s own unique technology, which simplifies, speeds-up, and enhances the quality of images captured for VR application.
*The names and events in this plan are fictional
** VR, virtual reality

2. The story/ The inspiration / The pitch
As a leader and innovator in the VR application industry Company A is taking their
business to the next level by acquiring Company B which will improve their
hardware and software portfolios. Company B will benefit from the industry
experience and resources of Company A. This strategic merger will result in a
more efficient application and higher quality production process, resulting in a
broader line of applications and better user experience for Company A’s clients.
The new partnership will create a sense of community as the two harmonize
their services into one end product.

3. Pre-Announcement
Branding, Communication, PR, Advertising, Social Media

4. Pre- Announcement: Advertising & Social
Media
Branding: Executed in a way that communicates clear and precise
messaging. Add a new slogan: redefining reality. #redefinereality
Display advertising, Facebook advertising, Instagram advertising,
Twitter updates, and Email blasts.
Blog posts on company websites and interviews with bloggers
Press release: to address acquisition through all major forms of media:
traditional, broadcast and digital

5. Press Release Sample:
Company A redefines reality.
Company A continues to evolve their products and drive growth.
Austin, TX - March 1st, 2016 -Through it’s strategic mergers and acquisitions with innovative technology partners,
Company A continues to maintain it’s role as a leader in the virtual reality application industry by offering the
best VR experience to it’s clients.
Company A is acquiring Company B in order to improve their products and offer a better user experience.
Company B offers it’s own unique technology, which simplifies, speeds-up, and enhances the quality of images
captured for virtual reality application.
Company A’s CEO, Jill Summers, is looking forward to collaborating with the head of Company B, Scarlett Witty.
Jill says, “Scarlett brings a wealth of knowledge and years of industry experience to the table and I look forward
to working with her.”
The new partnership will create a sense of community as the two companies harmonize their services into one
end product.
Press Contact:
Jessica Hooper
jessicalaynehooper@gmail.com
(936)-569-4851

6. Blog Post Sample:
Company A redefines reality.
Company A continues to evolve their products and drive growth.
Austin, TX - March 1st, 2016 -Through it’s strategic mergers and acquisitions with innovative technology
partners, Company A continues to maintain it’s role as a leader in the virtual reality application industry by
offering the best VR experience to it’s clients.
Company A is acquiring Company B in order to improve their products and offer a better user experience.
Company B offers it’s own unique technology, which simplifies, speeds-up, and enhances the quality of images
captured for virtual reality application.
Company A’s CEO, Jill Summers, is looking forward to collaborating with the head of Company B, Scarlett Witty.
Jill says, “Scarlett brings a wealth of knowledge and years of industry experience to the table and I look
forward to working with her.”
The new partnership will create a sense of community as the two companies harmonize their
services into one end product.
BY: JESSICA HOOPER

7. Social Media Post Sample:
Company A’s Facebook and Instagram Post
We are thrilled to announce our new partnership with Company B.
Together we are improving the user experience at impressive
speeds. #redefinereality (insert photo)
Company A’s Twitter
We are thrilled to announce our new partnership with
Company B. #redefinereality www.companyA.com (insert photo)
Photo to be used in all three social media posts

8. E-Blast Sample: This email blast will
go out to Company A’s client list
Subject Line: Let’s Celebrate and Meet the New A Team!
From: Company A
Dear {Insert Client Name},
We have some exciting news! As of March 1st, 2016 we have a new A Team! You may have heard in the press that we
recently acquired Company B. This strategic merger will result in a more efficient application and higher quality
production process, resulting in a broader line of applications and a better user experience for you.
We would love for you to meet the new A Team in person so we are hosting a party at our local head quarters.
This email will serve as your personal invitation for you and the guest of your choice. We look forward to seeing
you.
When: April 1st, 2016 6-9pm CST
Where: Our company headquarters in Austin, TX
Attire: Business Casual
Who: You + 1
RSVP: By clicking here
Meet the new A Team!
Warm regards,
Jill Summers, CEO Company A

9. Tactical Execution Plan
Prepared with collateral to address the media, clients,
customers and employees

10. Tactical Execution Plan
Collateral:
* Company meetings lead by upper management to address acquisition. How will this effect
employees and clients day to day? How will this effect their future?
* Q & A for both internal and external parties
* Company wide newsletters will be sent to employees work email addresses
* E-blasts to all clients, customers and stake holders
* Account executives will have discussions with clients as needed, in addition to the email
communication
* Continued press release updates as needed

11. First 100 Days: Key integration phase
Open communication to all parties. Be prepared to operate smoothly during the
transition. Managers will be monitoring overall performance to ensure all parties
are on board.
Schedule company wide ‘all hands on deck’ informational meetings as needed to
discuss progress and challenges

12. 1 Year Post Acquisition
The newly joined companies are now functioning as one fully
integrated team. Any lingering divisions between the two companies
can result in a failed acquisition. Continued monitoring and listening is
necessary.

13. Thank you!
Contact Info:
Jessica Hooper
Marketing and Advertising Specialist
https://www.linkedin.com/in/hooperjessica
jessicalaynehooper@gmail.com
936-569-4851