Our PMI service reduces the risk of failure by providing experienced advice and support regarding the corporate-wide activities required to achieve synergies and merge cultures and practices seamlessly.

We support the new company leadership team with the strategic decisions required, dealing with cultural and change issues, and planning the execution of all integration projects. This is accomplished by a small team of experienced consultants in the role of strategic advisor and program manager.

In addition, we use our merger experience to help companies conduct a post-merger review to assess the extent to which all benefits were achieved and to begin to determine the next step in the growth strategy. 

The Need

Many organizations have experience, and a standard approach, to deal with "tuck-in" acquisitions. In these cases, the integration challenges are understood and there is some track record of success.

However, there are many acquisitions where the integration is more complex. The new company needs to refine and communicate its strategy, make difficult organization and people choices, merge distinct cultures, and do all these while planning and executing the delivery of tangible revenue and cost synergies to support the deal economics. This is most often the case in mergers of equals. 

Our Approach

We recognize that all mergers are different. Timing and certainty of deal closure, level of due diligence, relative size of the companies, degree of overlap, and cultural differences are a few of the variables that affect the specific timing and priorities in PMI design.

We provide a small experienced team to provide advice on strategic decisions. In addition, we typically provide a small project office structure to help launch planning teams and coordinate their activities.

We do not try to run the integration process on behalf of our clients. We work closely with our client teams but expect them to take ownership of the plans being developed since they will have ultimate responsibility.

We are flexible and work effectively with other advisors and consultants who are important to our clients success.