They can also access all the presentations, playbooks, books, articles, checklists, software, assessments, webinars, research, tools, and templates on MergerIntegration.com. A bank's early communications to customers regarding the merger are of the utmost importance. While every merger or acquisition client letter should contain this type of information, it is important to think about the following considerations: You might have to modify the sections above based on whether or not your organization has gone through a merger, has … Search for jobs related to Merger letter clients or hire on the world's largest freelancing marketplace with 15m+ jobs. One such technology is mail merge, which makes mass mailing so much easier using pre-addressed and personalized letters. Here, the mail merge template is a form letter in Microsoft Word; and. Wilmer has a distinguished pro bono heritage and served as a leading force in creating the Lawyers’ Committee for Civil Rights. If you have any questions, please do not hesitate to call me or any of our partners. © 1994-2021 Wilmer Cutler Pickering Hale and Dorr. Prior results do not guarantee a similar outcome. Separate important information and label it with subheadings. We hope you will join us in celebrating this major milestone as it provides a tremendously exciting opportunity for you, our clients, and ourselves. cpCLoúF±æ fÑng†Ô뒴9 ~°b༤¸ˆ-8¿eù[email protected]ýIÃí ߖKI Wilmer has become the preeminent firm for handling complex counseling, controversy and transactional matters including regulatory and governmental policy considerations, and its appellate practice is recognized as among the best in the country. Open with a polite salutation and state the purpose of the letter right away in the first line. Therefore you should maintain a professional tone. In recognition of the firm’s historic commitment to pro bono representation, the District of Columbia Bar Association awarded Wilmer its 2003 Pro Bono Award for its "extraordinary and longstanding commitment to serving those in need.". The letters you send to clients announcing a merger or acquisition should reassure in order to retain. Letters to clients are letters a person or organization writes to other people and/or organizations that benefit from the senders' products or professional services. See Data sources you can use for a mail merge.. In Word, choose File > … In recent years, Wilmer has conducted the independent investigations of Enron, WorldCom and Qwest. The merger is the first combination of two law firms on The American Lawyer’s "A List" of the 20 elite firms in the United States, a list based not only on financial performance but also on associate training and development, pro bono service and workforce diversity – qualities that indicate the firms’ commitment to professional excellence in all its forms. Timing is critical. This letter will help you inform both your current and soon to be account holders of the upcoming merge and what to expect. In the first paragraph of the letter's body, you state the purpose of the letter: a history of the merger, and date when the merger will start officially. The combination will take effect by May 31, 2004. Addressee Address City, State Zip. (The Disclaimer is also accessible from the opening of this website). You can expect from the new firm the same focus, the same high quality service and the same team that you have come to know. Thank the person for being your customer. Your most immediate task now is to identify those “A” clients that need to be visited by each attorney. We look forward to bringing to you a range of expertise and a quality of service unmatched by any other global, interdisciplinary law firm. I am excited to inform you that LogMeIn has today entered an agreement to merge Citrix’s GoTo family of products into LogMeIn. You will hear much more about the combination in the near future, but we wanted to communicate this information to you as soon as possible. To establish an assertive tone, be sure to write in the active voice, adding any relevant details to clarify the letter's purpose. PRITCHETT Merger Integration Certification Workshop Attendees, and Paid Website Subscribers can access this resource. by Joel Sinkin and Terrence Putney, CPA T he retention of clients is essential to a successful merger of ac-counting firms. Convey your message clearly and concisely without mixing information. Read article now. Letter to Clients and Friends Regarding Merger with Wilmer Cutler Pickering LLP 2004-04-19 News. Announcing the good news in an acquisition announcement letter raises the morale of not only your customers but the employees as well. Create and print a batch of personalized letters A merger agreement is created using one of the following agreement types: Merger – This is defined as a union of two business entities which consolidates the financial assets, liabilities, and equity into one entity. Prepare a letter template for each lawyer. Hereby a suggestion: use the recipient's full name unless you usually refer to the individual by a first name. “Poor Communication After a Merger Drives Customers Away,” by Casey Boggs, President of LT Public Relations. If you need to sort or filter your mailing list, see Mail merge: Edit recipients.. Add personalized content to your letter Be smart with automated email correspondence with customers by … As noted therein, until you have received from us a written statement that we represent you in a particular manner (an "engagement letter") you should not send to us any confidential information about any such matter. Merger Letters to Former Customers . At that time, we will be a firm of more than 1,000 lawyers, with offices in Boston, Washington, D.C., New York, Baltimore, Northern Virginia, Princeton, NJ, Waltham, MA, London, Oxford, Brussels, Berlin and Munich, and with a presence in Beijing. I have the great pleasure of announcing that Hale and Dorr LLP will be combining with the Washington, D.C.-based firm of Wilmer Cutler Pickering LLP.The new firm will be a true combination of equals – a joining of two extraordinary firms very similar in size and culture, with practice strengths that are highly complementary and will enable us to provide a new and broader set of services to you. Wilmer Cutler Pickering also has been involved in each of the major Supreme Court cases under the 1996 Telecom Act. Keeping customers fi rst in merger integration By Laura Miles and Ted Rouse ... ment customers, letters to retail customers and a signifi cant marketing investment aimed at ex-plaining to St.George customers that they would not be losing anything—that, in fact, they would be Attorney Advertising. The firm was founded in 1962 with 19 lawyers and has grown to become a firm of more than 550 lawyers. If you were sending your customers a letter, the Excel file would include Company Name, First Name, Last Name, Address, etc. merger by letter (“B” Clients), and those who might benefit from knowing more about your firm’s enhanced capabilities (“A” Clients). Dear customer name, We are writing to let you know we have sold our business because…. To perform a Letter mail merge in Microsoft Word. Example 3: Company merger letter. Download PDF now. Leave one line blank after the salutation. Bush and Bill Clinton, as well as in many other high level positions in government. Today, mail takes on a whole new level as technology grows. From dozens to hundreds, we are now able to send up to thousands of letters all over the globe for corporate or marketing use. Dear Fellow Employees: We are in the process of making a number of changes in our worldwide manufacturing operations that will require us to establish an after-tax profit reserve of about $555,000,000. These could be welcome letters to welcome the clients to the organization, introduction letters to introduce a product or service to the clients, or thank-you letters to appreciate clients for their continued support. “Members’ Guide to the Merger With Addison Avenue,” from First Tech Credit Union. Since Hale and Dorr’s founding in 1918, we have become one of the country’s preeminent general practice firms. Address the customer by his/her name instead of "Dear valued customer". Both firms are extremely proud of the quality of their lawyers, the quality of their work product, the quality of their advice and counseling, and the quality of their service. There are several things your organization(s) will want to consider before announcing a merger or acquisition. Dear [client]: We are pleased to announce our forthcoming merger with ABC & Co. Company Name or Letterhead Address City, State Zip. It's free to sign up and bid on jobs. Thank you for your interest in WilmerHale. the business assets of XYZ Co.] based in [LOCATION OF BUSINESS ACQUIRED, ex. hÞ̗n9€ŸàÞÁÒI§Dm{×^[email protected]  Úô¨2``›e—îš4ÉÓßØ»IȏڴÒI'…øof{¾µ™O %ÌgÄ°ðˆçÙ¦O. These samples suggest what to say to clients of the predecessor and successor firms: Letter to Clients of the Predecessor Firm. Date. The value in the business is created through the support of customers … California] [Give Details of BUSINESS ACTIVITY CARRIED ON BY ACQUIRED BUSINESS, ex. the data file is an Excel spreadsheet containing your recipients’ details. The way you communicate with your future business partner is important. Wilmer is recognized for its outstanding litigation practice as well as its securities enforcement, antitrust, international arbitration, communications, international trade and bankruptcy practices. Your mailing list is a data source that contains the information that Word uses to customize your letter. Its partners have served as White House Counsel to Presidents Jimmy Carter, George H.W. When writing a bad-news letter to clients, you need to do whatever is possible to maintain your relationship with the client while explaining the problem in a clear and direct manner. Document types. 24 pages. Clients usually can choose among many How to Maximize Client Retention After a Merger CPA FIRM SUCCESSION: SOLIDIFYING THE FUTURE Tenth in a series: Culture, communication, the business plan, and personal involvement are key. ¢ŽQ À @¼; Have a look at this sample acceptance merger proposal letter and download the letter template now! here] Regards, [Name] [Designation] [Company Name] Download Sample Acquisition Letter In Word Format It has represented clients in virtually every major securities investigation by the Securities and Exchange Commission and New York Attorney General. Acquisition – This pertains to a business entity’s taking over of ownership on another entity’s assets and interests. With extraordinary practices in corporate, litigation, real estate, intellectual property, labor, tax, trusts and estates, commercial, environmental, government regulation, life sciences and other areas, we have enjoyed and benefited from a wonderful reputation and dominant national position. Here’s the letter. Each letter prints on a separate sheet of paper. More recently, we have increased our breadth and depth in our critical practice areas with the addition of our European offices. Date. XYZ Co. is a leader in the computer networks in California]. Word provides tools for incorporating your data into the following kinds of documents. Example 4: Sample Letter for Acquisition & Merger. How to use mail merge in Word and Excel to send letters (walkthrough guide) You can use the mail merge feature in Word and Excel to create and print personalized mass letters quickly. This is a very exciting event for both companies, for our employees and our clients. Company Name or Letterhead Address City, State Zip. All of our salons will now operate under the new name Supreme Cuts ‘N Curls. 1Ö9¦,´k`[ÀìÀ;‹q It also provides resources for … Bill Perlstein, Wilmer’s current managing partner, and I will serve as co-managing partners of the new firm which will be named WilmerHale and use the WilmerHale.com domain name and email address. When you acquire a business or a new service, this means god news for the customers because you can now provide new services to people and you more than likely are operating on a larger budget now. Make sure the 1st row in Microsoft Excel is your header row when doing a mail merge in Word. When you reply to an official proposal for the business merger, and you accept to discuss further, you will have to draft a polite answer to the opposing party. Read article now. Merger AnnounceMent August 30, 2007 To our valued and respected Clients: We are pleased to announce that effective October 1, 2007 Alton Builders will be merging with GMI Construction Services. The first step is a personalized letter from the desk of the CEO that welcomes and reassures acquired clients, placing emphasis on their value as customers. The overtake of [Company bought] by our company [Parent company] – [State here the possible positive effects out of the merger] – – [Merger details] – For any kind of information, people may contact [contact person] at [no. If an individual contacts Bank Mutual after receiving a merger related mailing and states they no longer have a Bank Mutual account, or their deceased relative no longer has an account, there are some actions you can take to verify their account status and explain the reason the mailing was sent. It is important to spend time reviewing all of these considerations before announcing because of the importance of your transaction being successful in the long term.The majority of mergers and acquisitions end up failing their original objectives. To our valued clients, vendors and partners: We are extremely pleased to announce the merger of Dresser & Associates with [email protected], a highly respected Sage Software Partner and an award-winning end-to-end technology solutions provider. This merger provides an edge on the competition. “Keeping customers first in merger integration,” by Bain & Company. After we have undertaken representation of you concerning a matter, you will be our client, and we may thereafter exchange confidential information freely. LogMeIn & GoTo Merger: A Letter to Our Customers *Below is a letter to customers providing color on today’s merger announcement. Dear Mrs. Hancock: Cut ‘N Curl Beauty Salons recently merged with Supreme Cuts Salons. A marketing letter may be written by a seller or company to seek out new customers either as part of expansion plans or if it’s a new business, or when the ownership or management of an ongoing business has changed due to a merger or acquisition. Merger Notice Letter Bank or Credit Union merges are an excellent opportunity to not only grow but to provide more services to your account holders. endstream endobj 114 0 obj <> endobj 115 0 obj <> endobj 116 0 obj <> endobj 117 0 obj <>stream Our greatest We are glad to state that we have recently acquired [DESCRIBE BUSINESS ACQUIRED, ex. For more info, see Set up a mail merge list with Word. Follow the links for details about each type: Letters that include a personalized greeting. Unless you are an existing client, before communicating with WilmerHale by e-mail (or otherwise), please read the Disclaimer referenced by this link. All letters to customers are formal. Addressee Address City, State Zip. And that is just one issue to worry about! Start out by thanking the client, then explain the situation and close by describing how you will fix the issue. One way to help maintain customer experience during a merger is to use automation in essential processes. To write a business letter to customers, use a professional-looking letterhead that features your business name or logo. Merger announcement letters are addressed to your existing customers to encourage continued repeat business, introduce the new brand, emphasize customer benefits, state the company mission and explain any potential changes. Set up your mailing list. Merge, which makes mass mailing so much easier using pre-addressed and personalized letters use a Letterhead..., WorldCom and Qwest both your current and soon to be visited by each attorney ACQUIRED! 1918, we have sold our business because… from the opening of this website ) are writing let. 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