About Us
Achieve Successful Acquisition Outcomes
We’re on a mission to take post-merger integration to the next level. Our specialized post-merger integration consulting services are tailored to help bring companies together quickly, cost-effectively and ensure that synergies are realized.
We leverage a proven 5-Step Post-Merger Integration Process we call Unify™ that has been fine-tuned through our extensive operating experience, collaborations with Private Equity-backed firms, and hands-on involvement with corporate acquisitions.
Our Acquisition Integration Specialists are senior-level leaders who bring an operator mindset and know how to run a business and get things done collaboratively. They bring seasoned experience facilitating complex M&A integrations on the corporate and consulting side, including work at Fortune 500 and PE-backed growth companies across most industry sectors.
We strive to be the partner of choice when Private Equity outsources
With You All the Way
We oversee and facilitate all aspects of M&A integration, working in collaboration with major shareholders and senior executives of acquirers and add-on acquisitions.
Champion End-to-End Process
We manage and support all stages from pre-close planning and kick-off, through delivery of objectives, deliverables and realization of revenue and cost synergies.
Agile Mindset
We react quickly to changing situations, and scale-up and down post-merger integration consulting resources over time based on integration progress, outstanding deliverables and potential risks.
Why Hire a Post-Merger
Integration Consultant?
M&A is complex and often falls short of expectations.
While a strong deal thesis and fair purchase price are essential, most experts agree that deal success ultimately hinges on effective post-merger integration.
-
Get that wrong, and even the strongest deal can unravel.
-
Get it right, and you unlock the full potential of the merger.
Achieve 1st year Budgets
Exceed Planned Synergies
Retain Key Talent
Unify Corporate Culture
Optimized for Future Success
Our Commitment to Clients
Founder’s Message
Over the past year, we have had the privilege to engage with our Private Equity (PE) clients and industry colleagues, gain insights into the state of the M&A market, and identify what will be crucial for clients in the coming years.
After a challenging past 18 months, PE expects transaction volume to bounce-back in 2024, supported by an increase in deal pipeline and nearly $4T in dry powder.
Three key points caught our attention:
-
PE firms are increasingly looking to outsource post-merger integration as their portfolio companies often lack the expertise to effectively integrate and operationalize acquisitions, particularly those involving strategic transformations.
-
PE firms that outsource integration are shifting focus away from general consulting firms towards specialists in acquisition integration who can also bring senior-level general management experience on the corporate-side and an "operator mentality."
-
PE firms want outsourcing partners who can oversee and facilitate all aspects of post-merger integration, in collaboration with the merging companies, so that leaders can concentrate on running their business without diverting too much time on integration.
Empowered with this knowledge, we have invested considerable time and resources to strengthen our capabilities to serve the needs of Private Equity and ensure successful acquisition outcomes.
Whether you are visiting our website for the first time or have collaborated with us in the past, we thank you for your interest and continued support.
With Gratitude,
Jeff Mandell
Founder/Managing Director
Mid-2025 Post-Merger Integration Briefing
M&A Market Update – 1H 2025
• Subdued Activity: Despite early-year optimism, PE deal volume remained muted due to market uncertainty in tariff-sensitive sectors, financing constraints, and political headwinds.
• Deal Profile: Three-quarters of middle-market transactions were add-ons, with deal flow lead by Business Services and Information Technology – particularly software and tech-enabled services.
• Challenges: Transactions are taking longer (due diligence + financing) and many fail to close. While our own PMI pipeline grew 3x, many opportunities stalled due to valuation gaps and lender constraints.
Outlook – 2H 2025
• Positive Catalysts: Greater clarity on tariffs, improving financing conditions, and pressure to reduce PE exit backlogs (highest in 20 years) may support a stronger second half.
• Market Dynamics: Add-ons will dominate in the lower-to-middle market, driven by corporate buyers, PE acquisitions, PE sponsor-to-sponsor deals, and carve-outs.
• Value Creation Imperative: In this environment, leading PE firms recognize the critical importance of value creation to accelerate growth, increase productivity, and maximize sustainable returns.
• PMI Support: While large PE firms have expanded internal operating groups, most PE firms will rely on external partners for PMI – especially when portfolio companies lack M&A integration expertise.
Post-Merger Integration (PMI) Considerations
Continued demand for external PMI support is anticipated due to:
• Heightened focus on post-close performance in the first 12-18 months to meet IRR/MOIC targets.
• Active acquirers seeking scalable, repeatable integration playbooks tailored to specific deals.
• Shift toward specialist integration firms with experienced hands-on operators who can oversee and facilitate all aspects of post-merger integration in collaboration with the merging companies/sponsors.
• Strong desire to rapidly mobilize the integration effort and start creating value. Aim for least disruption so management teams can stay focused on running the business rather than distracted by PMI details.
Key integration priorities include:
• Organization design & people integration
• Leadership & employee retention strategies
• Functional harmonization – HR, Finance, Sales/GTM, Ops, IT
• IT Systems integration – ERP, CRM, Custom Workflow Applications
• SKU & customer consolidation
• Reporting & BI integration
• Working capital (cash conversion) optimization
• Procurement & vendor management
• Synergy planning and realization tracking
Our Commitment
We continue to strengthen our capabilities to help PE sponsors achieve successful acquisition outcomes. This includes efforts to embed AI-enabled solutions into our PMI process to accelerate planning, ensure knowledge capture, track and monitor progress, identify and realize synergies, and surface risks in real time.
Thank you for your continued trust and collaboration.
With Gratitude,
Jeff Mandell
Founder/Managing Director
