It's a straightforward integration. This is a vertical integration of really very complementary companies.

Hillenbrand Industries does hospital beds and caskets. So it's vertical integration, as we like to say, ... It's one of these forgotten names -- I shouldn't say forgotten, but less-known names. They've done very well in the first quarter. In our personal portfolio, it's been one of our best picks. Again, it's a name that's not a household name. Not many people want to talk about that stuff -- it's not an exciting business -- but it's a stock that's done very well, [and is] probably going to be a value play, a defensive type play.

The two companies are complementary in customer, geographic and product focus.

LRA is a blueprint for how companies put together an integration strategy.

The integration of the companies is just starting to take place. There have been some initial appointments made and a lot more to be expected.

We would like to have done it this year. It won?t be available, but I hope to have it next year. That?s a big piece of the network.