Strategic solutions for agile, repeatable, transformative M&A

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Our Mission (and passion!)

We help clients build engines for inorganic growth, through scalable M&A operational excellence.

Precision
Solutions

We can add targeted value on specific deal projects (across the lifecycle), or for capability-building and strategy initiatives.

M&A Domain Expertise

Our experience spans functional M&A specialties, corporate strategy, and M&A governance, in Fortune 100 and Big 4 Consulting.

Fast Actionable Outputs

We ramp up quickly on client context (organization, operating model, roadmap, challenges), to nimbly deliver strategic and tactical impact.

Scalable
Platform

Our cloud-native, AI-enabled platform supports optimization of M&A lifecycle governance.

about image
20 Years

of Insights

shape

Our Perspective

Holistic Strategy & Scalable Execution is Missing Link

We believe all elements of a deal strategy should anchor to customer (or partner) or employee experience priorities, and even at early stages be informed by not just strategic vision but external and internal execution factors. But putting this into practice is challenging without a holistic and agile framework!

Industry studies show 70-90% of transactions fail value-capture! Root causes ranked:

Deal Rationale Lacking Execution Strategy

Fragmented, Low-Fidelity Integration Plans

Insufficient Change Management

Incomplete or Unfocused Due Diligence

Nascent or Non-Scalable M&A Operations

Where Our Solutions Add Value

Strategize, Diligence
& Plan

Validate rationale, conduct diligence, establish integration strategy; implement cross-function decisioning model and hold roadmapping sessions to guide pre-Close planning.

Execute, Operationalize
& Integrate

Build out holistic integration plan, interim operational solutions, change management and communication model; operationalize and execute.

Transform, Monitor
& Capture Value

Conclude long tail of integration plans; merge plan and budget into standard planning. Track, unblock, and achieve targeted value-capture.

Track KPIs, Bridge to Standard Planning

Track metrics for “integration readiness” factors and per-deal performance. Bridge M&A project commitments with standard annual roadmapping / budgeting process. Communications model for visibility.

Establish Framework, Enable Stakeholders

Define M&A functions and deal sponsor roles, processes (lifecycle, baseline deliverables, cadences), and iteratively educate stakeholders / teams. Pursue continuous improvement.

M&A Playbook &
Governance Platform

Put your playbook in action by implementing and automating, via our cloud-native platform for secure and scalable M&A governance and decisioning.