Merger Management

Strong Foundations for Long-Term Success

A merger or acquisition can be among the riskiest, but potentially rewarding, decisions an executive or business owner makes. Developing a strong merger management strategy to support business goals can make the difference between a seamless process or disruptive one.

Although stakes are high, successfully orchestrating key processes and operations during these events can help realize your vision quickly—allowing you to confidently seize opportunities to achieve your transaction’s full potential.

Drive returns on your strategic investments, accelerate the speed to value realization, and create a platform for sustainable long-term growth with a customized action plan—whether you’re going through a merger, acquisition, separation, or forming a joint venture or strategic alliance.

Comprehensive Transaction Support

Focusing on key strategies and objectives—particularly the when, how, and by whom a plan will be executed—our advisors work with your leadership team to establish a comprehensive transaction plan built upon your business case.

Explore how we can provide support for your business from either transaction side during any stage.

Merger Management for Key Departments

Overseeing multiple aspects of a transaction at once can be the source of major pressure for a business.

Creating value in a deal context is the result of expanding customer-facing capabilities, enhancing operational effectiveness, and seamlessly integrating critical processes that enable a more competitive cost structure.

Departments need to be aware of how their activities support the overall deal thesis at every stage.


Every deal brings new opportunities to engage with your customers, generate a new value proposition, and a build anticipation for new products and services.

A deliberate go-to-market approach should be anchored on the upside synergies that need to be carefully vetted and invested in, and actions that are defined by every sales and customer-facing professional.

  • Develop the sales team playbook that references new sales process, value proposition, and selling techniques
  • Define the sales model with clear territory and account assignments and responsibilities
  • Assess the effectiveness of brand strategy
  • Develop a customer service strategy that enhances the customer experience and supports up-sell, cross-sell, and retention efforts
  • Assess opportunities to leverage a software-as-a-service (SaaS) platform to track marketing and sales processes such as marketing automation, lead generation, and Salesforce lead management

Human Resources

Human resources play a key role throughout any merger or acquisition by exchanging benefits, developing integrated policies and procedures, and managing cultural differences early in the process to facilitate a smooth transition.

  • Implement HR operational Day One readiness for payroll, benefits, training, and company-wide and individual communications
  • Manage organizational design, retention, and separations
  • Manage culture integration, leadership development, and ongoing awareness training that supports the deal strategy
  • Rationalize HR policies and procedures and implement standardized training videos
  • Define cultural values of the integrated organization linked to the business strategy

Information Technology

IT remains the catalyst for enabling synergies across the company and creating the environment for the company to operate as a single firm on Day One.

Without proper IT integration, you could face lower than expected synergies and higher than expected costs.

  • Identify and prioritize synergy priorities across the company and within IT
  • Enable Day One communications like email, calendaring, network, and phones
  • Consolidate overlapping spend and rationalize duplicative applications
  • Develop the optimal operating structure and organization design

Finance Including Tax, Treasury, and Controllership

Finance functions are an integral part of the merger management team helping to determine how both companies can financially merge with differing operations. This team helps to steer the process and recognize when goals are off track.

  • Manage opening balance sheets, purchase accounting, and working capital
  • Integrate priority accounting activities such as cash, general ledger, accounts receivable, accounts payable, payroll, and treasury
  • Establish an integrated operating model for month-end close and financial and management reporting
  • Consolidate enterprise resource planning (ERP) and other finance and accounting technology platforms
  • Create streamlined processes that enable data quality, single source-of-truth, and use of automation technologies

Deep Transaction Experience

Collaborating side-by-side with your team, our professionals will help guide you through the entire transaction and coordinate an action plan designed to accommodate the nuances of your business and industry.

By developing clearly-defined plans for your business, our strategies can help hold management and department leaders accountable to desired goals—so you can realize value across the entire cycle of the merger management and your business.


Primary Contact