What We Do
We help integrate faster, capture synergies with precision, and realize full transaction value—while minimizing disruption so leadership stays focused on running and growing the business.
We lead and execute all aspects of post-merger integration—from pre-close planning through execution and value capture—ensuring a seamless transition from Day 1 through 100-day execution and beyond.
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Leading integration execution — aligning management, sponsors, and teams around priorities
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Designing the future state — target operating model, organization, processes, and systems
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Orchestrating cross-functional delivery — IMO, core workstreams, and execution cadence
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Capturing synergies — from assessment through execution and realization
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Tracking and reporting progress — dashboards, project management, and risk management (RAID)
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Enabling fast, high-quality decisions — cutting through complexity and organizational friction
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We work shoulder-to-shoulder with leadership and functional teams to streamline workload, and drive ownership, alignment, and accountability across the combined organization.
We operate within a structured integration plan while adapting quickly to changing conditions—scaling resources and adjusting priorities as needed.
Post-Merger Integration Services
We tailor every PMI engagement to the specific dynamics of each
transaction—aligning scope, priorities, and resources to accelerate
value capture. Core focus areas include:
Day-1 readiness and operational stability
Cultural alignment and change management
Integration Management Office (IMO) set-up & governance
PMI playbooks and cross-functional execution
Target Operating Model (TOM) and organizational redesign
Financial consolidation and reporting
Back-office consolidation (HR, Finance, IT, Procurement)
Systems Integration and Data Migration support
PMI Dashboards, reporting, and risk management (RAID)
Synergy planning and capture (cost, revenue, financial)
Other Value-Added Services
PMI Readiness Planning (Pre-Close)
Ensure integration thesis is executable before close.
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50-point PMI readiness assessment and implications
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Identification of integration risks and dis-synergies
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Integration strategy and high-level roadmap
Synergy Assessment & Playbooks
Translate deal logic into actionable, trackable value creation.
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Pre-close cost, revenue, and financial synergy assessments
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Consolidated synergy modeling and pro forma
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Practical playbooks to drive post-close realization
Carve-Outs & TSA Management
Reduce risk on complex separations and transitions.
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Carve-out diligence and separation planning
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TSA structuring, governance, and exit planning
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Post-close stand-up and integration execution
5-Step Post-Merger Integration Process
Our proprietary 5-step PMI process—Unify™—brings structure, visibility, and accountability from the outset. This ensures faster integration timelines, fewer execution missteps, clear ownership and governance, and accelerated speed-to-value.
Preparing for an Acquisition?
If you are evaluating an acquisition or preparing for a future integration, we’d welcome the opportunity to learn more about your plans and share our perspective. We offer a complimentary Post-Merger Integration Readiness Assessment, followed by an actionable PMI proposal tailored to your deal, timeline, and value creation objectives.
Let’s start a conversation.