Integration charter
Goals, scope, decision rights, team and timeline for the integration.
Post-merger integration
Combine two companies without losing customers, people or the synergies.
Integration planning and management from signing through the first year: day-one readiness, the integration office, organization and culture, systems and processes, and synergy tracking, so the deal delivers the value it was priced on.
WHEN COMPANIES CALL US
You may need this if…
- A deal is signed and close is weeks away, but integration planning hasn't started.
- The acquired company is being left alone because nobody has time to integrate it.
- Key customers or people are leaving after the announcement.
- Synergies were promised to the board and nobody is tracking them.
WHAT YOU GET
Outputs your team keeps and uses.
Day-one plan
Everything that must work on the first day: payroll, banking, communications, legal entity changes and customer messages.
Integration office
A small team and cadence that tracks workstreams, risks and decisions across both companies.
Synergy plan and tracker
Each synergy with an owner, value, timing and one-off cost, tracked in the P&L.
People and culture plan
Leadership appointments, retention of key people, communications and how the two ways of working come together.
HOW IT WORKS
The work, step by step.
- 1Signing to close
Plan
Set up the integration office, write the charter and prepare day one.
- 2First 100 days
Stabilize
Run day one, protect customers and people, and launch quick-win synergies.
- 3Months 3–12
Integrate
Combine systems, processes and teams, and track synergies to the P&L.
QUESTIONS THIS ANSWERS
- What has to be ready on day one?
- Which customers and people are at risk, and how do we keep them?
- What should we integrate, and what should we leave alone?
- Are we delivering the synergies we paid for?
HOW WE MEASURE IT
- Synergies achieved versus plan
- Customer retention after close
- Key-employee retention
- Integration milestones on time
RUN THE NUMBERS FIRST
Free calculators for this decision.
Each one runs in your browser with your own numbers. Nothing is sent to us unless you choose to share it.Acquisition synergy rampHow much of the headline synergy reaches cash in the first year?Open calculator Buy-and-build integration capacityCan the platform integrate the acquisition pipeline?Open calculator Employee turnover preventionWhat would a measurable retention improvement save?Open calculator
CLIENT EXPERIENCE
What clients say about our finance, cash & transactions work.
For our acquisition of Modular Water, they really built the case with deep research. Highly professional. They took the time to work through a number of iterations of the project and maintained outstanding communication. Highly recommend.
Riggs EckelberryCEO, OriginClear HoldCoWe can’t say anything except they are incredible. They helped prove the valuation, the market, and craft the story for multiple presentation – both direct for sales decks and investors.
Dr. Mona HovaiziFounder & CEO, Gaux / Health Career CertsWHERE THIS COMES UP MOST
Industries where this work matters.
COMMON QUESTIONS
Before you get in touch.
Ideally during diligence, and certainly at signing. Most integration problems come from decisions left until after close.
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