Our Services
Post-Merger Integration (PMI)Align leadership, strategy, and culture from Day-1 to Year-2—so the value you planned at signing shows up in results.
Help clients maximize the impact of their mergers, acquisitions, carve-outs, or divestitures. We support value creation across the transaction timeline — from early strategy and risk assessment through synergy planning, performance improvement, and integration. Our PMI Value Office protects customers and people on Day-1, accelerates synergy capture, and embeds lasting operating habits.
Who This Is For
When to Call Us
- You’re acquiring, merging, or carving out a business and need Day-1 certainty and a disciplined path to value.
- You want one integration drumbeat that links work to outcomes and keeps decisions moving.
- You need a flexible partner: we can lead the integration or partner/augment your in-house team or an external team.
Our Unique Value
C-Suite Execution in Integration
Our value is simple: We guarantee executive rigor, not junior delegation. This section details the unique components of our Principal-led model, from full lifecycle partnership in M&A to our sector-specific fluency, ensuring alignment and results where generic consulting fails.
1. Execution of M&A.
We focus on the high-impact operational phases of the M&A lifecycle where execution defines value. This includes defining M&A strategy and objectives, ensuring due diligence is integration-ready, leading integration planning and execution, and conducting post-merger review. Value is often projected in diligence; it’s only realized through disciplined operational integration.
2. Alignment Beyond Structures.
We align leadership, organization, and culture so decisions, behaviors, and incentives point the same way.
3. Senior-Led, Operator-Tight.
Every engagement is led by a seasoned executive (25+ years) across strategy, people, process, and performance—running a decision-fast cadence, not just reporting on one.
4. Tool-Agnostic by Design.
We work in your stack—no platform lock-in—or help select right-fit tooling only where it adds clarity.
5. Partnered with Finance and Legal.
We co-develop business cases and synergy narratives with your finance team and business owners, and integrate legal workflows from the start (critical where post-merger integration runs through legal). Your teams model and sign off; we facilitate scope, options, and assumptions.
6. Sector & Regulatory Fluency.
Practical experience across fintech, finance, health, insurance, logistics, supply chain, transportation, infrastructure, and public sector—comfortable in regulated, multi-stakeholder environments.
Why It Matters
Realizing the Value Creation Thesis
More than 70% of mergers miss their intended outcomes—not because strategy is wrong, but because execution stalls and organizations aren’t aligned. We keep leadership, strategy, and culture moving in lockstep from Day-1 through Year-2, so the value you planned at signing shows up in results.
PMI Value Office Service Streams
Our engagement is structured across the entire transaction timeline, ensuring no critical step is missed from strategy setting to capability transfer.
Pre-Deal Readiness (Before You Close)
- Integration Strategy Alignment
- Leadership & Governance
- Value Drivers & Synergies
- Culture & Leadership Assessment
- Day-1 Readiness Planning
- Stakeholder Communications Pre-Plan
- Risk & Contingency
- Resources & Budget
Post-Merger Integration Execution (Close → Year-2)
- IMO Setup & Leadership
- Day-1 Execution
- 100-Day Plan
- Leadership & Organizational Alignment
- Cultural Integration & Change Adoption
- Talent Retention & Workforce Integration
- Functional & Operational Integration
- Synergy Realization & Performance Tracking
- Customer & Market Retention
- Risk Management & Issue Resolution
One Rhythm
Operating Rhythm
(Built to Keep)
Our One Rhythm cadence is designed to ensure decisions move fast and accountability is clear:
Weekly IMO Forum:
Unblock cross-functional issues; decide.
SteerCo (Bi-Weekly/Monthly):
Option-based decisions with clear criteria.
Monthly Value Review:
Initiatives → indicators → P&L story (go/hold/kill/accelerate).
Quarterly Checkpoint:
Re-sequence, reallocate capacity, refresh the roadmap.
How We Engage
- Lead the Integration: Act as PMI Lead, stand up/run the IMO, and drive Day-1 → 100-day → Year-1 to Year-2 value capture.
- Partner / Augment Your Team: Co-lead with your in-house team or an external team, or provide experienced operators within your existing IMO to close capability and capacity gaps.
Examples of Key Takeaways (Tools and Enablement, Not Dependency)
- Day-1 Readiness Toolkit (governance, people, operations, IT access/security, finance/legal, commercial; dry-run checklists)
- IMO Charter & Operating Rhythm (who meets, when, to decide what; inputs/outputs)
- Integrated Plan & Dependency Map (rolling 90-day view)
- Synergy Ledger & Dashboard (owner, indicators, timing) and RAID log (Risks, Assumptions, Issues, Dependencies)
- Transitional Services Agreement (TSA) framework & tracker with exit plan
- Stakeholder communications pack (message architecture, leader FAQs, cascade plan)
- Culture & change kit (behavior cards, leader routines, adoption signals)
- Board/Investor Update (5 charts) — what changed, why it matters, what’s next, headline P&L view
Ready to Discuss Your Project?
Book a consultation with us to explore how we can help you achieve your business objectives. We are ready to provide personalized insights and strategic guidance.
What You’ll Get:
- 30-Minute Strategic Consultation
Focused discussion on your specific business challenges and opportunities - Free Initial Assessment
Complimentary evaluation of your current situation and potential solutions - Personalized Recommendations
Tailored strategic advice based on your unique business context