Mergers, Acquisitions, Transactions, and PMI

Diligence support and integration governance that reduces execution risk and improves value realization.


Diligence Support

Risk flags, synergy logic, and execution constraints.

Integration Governance

Workstreams, decision rights, cadence, and reporting.

Synergy Tracking

Value capture with baselines, owners, and verification.


How We Help

  • Diligence: operating model review, cost-to-serve, controls, and vendor exposure.
  • PMI governance: integration office, decision rights, and escalation routines.
  • Synergy capture: baselines, KPIs, and verified realization.
  • Execution risk: identify friction points early and install mitigations.

What We Deliver

Diligence Brief

Key risks, constraints, and value levers summarized for leaders.

PMI Operating Model

Workstreams, roles, cadence, and decision governance.

Synergy Tracker

Owners, baselines, timelines, and benefit verification.


Common Use Cases

Pre-Close Readiness

Operating constraints and integration risk planning.

Post-Close PMI

Governance and workstream execution with KPI discipline.

Synergy Realization

Benefit verification and sustained value capture cadence.


Insights

  • PMI Cadence: decision rights as the multiplier.
  • Synergy Reality: why baselines determine outcomes.
  • Integration Risk: the hidden frictions that derail value.

Contact

For transaction and PMI support, use the site contact form.