With its announcement on 8 December, 1997 by the CEOs of their planned merger of Union Bank of Switzerland and Swiss Bank Corporation must have a plan of integration of the two companies. This case is a press release of the announcement and affects the response of investors and journalists. The case also provides a framework for defining the strategy of the post-merger integration, and summarizes the integration task in front of the leaders. The tasks for the student are: 1 Evaluate the … Read more »

With its announcement on 8 December, 1997 by the CEOs of their planned merger of Union Bank of Switzerland and Swiss Bank Corporation must have a plan of integration of the two companies. This case is a press release of the announcement and affects the response of investors and journalists. The case also provides a framework for defining the strategy of the post-merger integration, and summarizes the integration task in front of the leaders. The tasks for the student are: 1 Evaluate the public communication of this deal. The public announcement starts the integration effort and sets a tone that can help or hinder the subsequent combination. 2 Survey of the integration planning process. The executives of the two companies were committed with a detailed integration plan in place before the completion of the transaction – this is in line with current thinking on the desirability of avoiding a slow integration. This is the case, an illustration of the types of problems that must be resolved quickly. 3 Describe and evaluate the integration strategy of the new company. The case overlooks the process of integration planning between the announcement and completion of the merger data and describes the approaches in the different business areas. The student must take into account the impact of the different strategic issues including the balance of autonomy from absorption, affinity and control over advice (they are in the case described.) The (A) in the series describes the proposed terms of the merger and invites students to benefits of the transaction value and evaluate the strategic motives. The (C) case summarizes the integration effort and the economic results in the five years after the transaction. It is recommended that the teacher is the (A) case for distributing timely preparation of students and hold (B) and (C) cases for discussion after (A) at.
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Robert F. Bruner
Source: Darden School of Business
20 pages.
Publication Date: Nov 11, 2003. Prod #: UV2517-PDF-ENG
The merger of Union Bank of Switzerland and Swiss Bank Corporation (B): Integrating Planning HBR case solution