Merger Integration and Optimization

Make sure your deal delivers its expected results.

Many mergers and acquisitions don't live up to their expected results. That's not really surprising given the many risks associated with M&A activity:

  • Combining processes, technologies and cultures is difficult
  • Integration demands objectivity
  • It's easy to underestimate your employees' challenges, especially employees that have to handle integration tasks along with their normal duties

Add value to the integration process

The best time to plan for integration is before the deal closes. Considering integration early in the deal-making process can help you minimize risks and unlock value. We collaborate with you to define clear and specific measurements for success.

You can access the expertise of our merger integration specialists in one of three ways, as:

  • Integration architect – your thought leader, using a rigorous methodology to help you deal with change management challenges
  • Project management office – helping you execute your merger integration plan and serving as the hub for integration activities, including project discipline, structure, communication plan and coordination
  • Specialized expertise – unlike some firms, we have the targeted, specialized expertise and resources you may need for specific integration functions – IT, back-office support, human resources and more

A lifecycle approach to integration and optimization

We'll work with you during one or all of these merger integration phases:

  • Early-stage synergy planning: We assess your opportunities for cost savings, how best to align processes and which strategies can drive revenue growth.
  • Pre-acquisition planning: At this stage, issues that could prevent you from functioning well as a combined entity are addressed. We define steps to correct those situations, adopt best practice processes and develop a tactical plan to take advantage of synergies.
  • Post-acquisition and optimization services: Weeks, months and years after closing a transaction, opportunities typically remain to drive further performance improvement. Using best practice methods, we help you dig into the details of how to optimize your organizational structure, business processes and systems to support further growth opportunities and sustainable cost efficiencies.

Most Popular Insights


Merger integration initiatives lead to $1 million in annual savings

Learn how a manufacturer improved its product line profitability while streamlining the back office.

Post merger integration: Insights for private equity firms


Post merger integration: Insights for private equity firms

In this video series, private equity experts share insights and experience on how to plan for a successful post-merger integration.

Post merger integration: Failing to plan is planning to fail


Post merger integration: Failing to plan is planning to fail

Increasing the success of an integration requires buyers to start the planning process before the deal is completed.

  • Jonathan Caforio, Addison Blackwell


Executive summary: Inside the buy-and-build strategy

This briefing recaps the three-part video series, Inside the buy-and-build strategy.

  • Dennis Cail


Buy and builds done right

How value is created in a private equity strategy where a platform company is used to make several add-on acquisitions.

  • Dennis Cail

How can we help you?

To discuss how our team can help your business, contact us by phone 800.274.3978 or

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Michael Grossman
National Practice Leader