EMAIL · MSG-ID 008341 | CUSTODIAN: J. PARK | FAMILY 1 OF 4
Meridian integration timeline
From: Jordan Park To: Riley Chen
Date: March 14, 2026, 9:42 AM
Subject: Integration sequencing
Following yesterday's steering meeting, can we confirm the timing assumptions for the Meridian transition? The current plan places the systems review in the first phase, with customer data migration after the close.
I'm concerned that the revised timeline may not account for the regulatory review window. Please keep the diligence workstream separate until counsel confirms the scope and final approval sequence.
Let's preserve the earlier version and the attached schedule so the team can compare what changed before the next committee meeting.
Source: MER-2026-014 / MSG-ID 008341 / page 1
DOCX · DOC-ID 008177 | CUSTODIAN: R. CHEN | FAMILY 2 OF 4
Integration planning notes
Prepared by: Riley Chen
Date: March 12, 2026
Topic: Post-close workstreams
Workstream owners should document dependencies for identity management, customer support and reporting. The draft schedule is contingent on regulatory clearance and final sign-off from the integration committee.
Items requiring legal review are marked for follow-up. The attachment contains the version presented at the prior steering session.
Source: MER-2026-014 / DOC-ID 008177 / page 1 · Family links retained
XLSX · DOC-ID 007902 | CUSTODIAN: M. DIAZ | FAMILY 1 OF 2
Quarterly forecast - working draft
Owner: Morgan Diaz
Last modified: March 9, 2026
Workbook: Forecast v7
Summary tab includes projected costs for the next two quarters. Some values are preliminary and should be read with the comments and assumptions in the associated planning memo.
Confidential placeholder The document may be relevant to the transaction timeline, but context is needed before final coding.
Source: MER-2026-014 / DOC-ID 007902 / summary tab