Post Merger Integration

Chart your course to success and value creation by creating a post-merger integration framework early. Our established and proven post-merger integration planning tools and templates expedite the process for building pre-close, Day 1, and post-Day 1 integration. Work from merger integration plans that cover all the bases.

Integration Due Diligence

The key to a successful merger is to begin the M&A planning process as soon as you know the deal is likely to close. Setting up the post-merger integration strategy as early as possible allows you to have the flexibility and insight needed to keep running smoothly. We help you identify, budget, and plan mission-critical operational improvement and technology initiatives that support your investment thesis and can improve EBITDA performance. We’ll also identify the right structure and leadership to oversee the merger implementation process.

Integration Playbook

Establish the essential integration reference guide for everyone involved in the strategy, planning, and execution of your post-merger integration. We’ve developed M&A integration playbooks for mergers of all sizes and in most industries, so we can quickly tailor yours for your unique circumstances and goals.

Our mission is simple: to turn the challenges of mergers into opportunities for growth, innovation, and long-term success.  Whether you’re navigating a current merger or seeking to optimize past transactions, we tailor our approach to meet your unique needs and goals.

With over 20 years of experience advising clients and guiding organizations through complex integrations, we apply a proven methodology that enables a clear path for seamless integration.  This allows your organization to quickly transition to business as usual while preserving the value of the transaction and providing the pathway to scaling your business.

What makes us different is our complete commitment and dedication to our client’s transactions.  As a result, we are selective in the clients and the number of projects we undertake.  By emphasizing fewer high-quality clients and engagements, we can truly execute as a trusted advisor that demonstrates our aligned interest in our client’s success.  This enables us to offer a clear fixed fee structure that is based on the deal value and complexity.