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  • November 2020 (Revised February 2022)
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CommonSpirit Health: Integrating a Merger of Equals

By: Robert S. Huckman, Hise Gibson and Nicole Gilmore
  • Format:Print
  • | Language:English
  • | Pages:21
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Abstract

Soon after closing the 2019 merger of Catholic Health Initiatives (CHI) and Dignity Health to create CommonSpirit Health, Lloyd Dean and Kevin Lofton-–jointly appointed to the role of CEO—must make several operational and strategic decisions related to the integration of the legacy organizations. As the second largest, non-profit hospital system in the United States, CommonSpirit Health was focused on improving population health and increasing the value of the care it delivered to patients. To achieve these objectives, Dean and Lofton needed to make decisions about the extent to which key activities, such as branding and electronic health records, would be consolidated for all of CommonSpirit Health or allowed to remain as parallel functions attached to the legacy organizations. The case allows for a discussion of issues associated with the process and governance of post-merger integration in complex service organizations, with a particular emphasis on such topics in the context of the health care industry.

Keywords

Health Care Delivery; Hospital; Merger; Merger Integration; Hospital Mergers; Health Information Technology; CEOs; Health Care and Treatment; Mergers and Acquisitions; Integration; Leadership; Customer Value and Value Chain; Decision Choices and Conditions; Governance; Information Technology; Health Industry; United States

Citation

Huckman, Robert S., Hise Gibson, and Nicole Gilmore. "CommonSpirit Health: Integrating a Merger of Equals." Harvard Business School Case 621-034, November 2020. (Revised February 2022.)
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About The Authors

Robert S. Huckman

Technology and Operations Management
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Hise O. Gibson

Technology and Operations Management
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Related Work

    • September 2024
    • Faculty Research

    CommonSpirit Health: Integrating a Merger of Equals

    By: Hise Gibson
    • November 2020 (Revised February 2022)
    • Faculty Research

    CommonSpirit Health: Integrating a Merger of Equals

    By: Robert S. Huckman, Hise Gibson and Nicole Gilmore
Related Work
  • CommonSpirit Health: Integrating a Merger of Equals By: Hise Gibson
  • CommonSpirit Health: Integrating a Merger of Equals By: Robert S. Huckman, Hise Gibson and Nicole Gilmore
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