The integration planning and execution phases of any merger are critical. This is where growth opportunities are uncovered and cost savings are delivered on. Yet the post-merger integration process is fraught with potential pitfalls that can derail progress. That’s where we come in.
We know that successful post-merger integration (PMI) takes a deep understanding of the merger thesis. That’s why we bring a multidisciplinary team with deep industry experience, technology expertise, and operational know-how to the table. We approach integration consulting holistically, rather than as a series of projects, so that we can help you from strategy, analysis, and planning, through every complexity, all the way to delivering a successful post-merger integration. We’ll be with you in the trenches making sure that you have all the tools and knowledge you need to succeed.
That’s how our post-merger integration (PMI) services deliver undeniable results—deals that strengthen companies and create value, faster.
West Monroe’s Post-Merger Integration services are powered by Intellio® Deliver, which accelerates your merger timeline, maximizes synergy capture, and minimizes the risks associated with complex business technology integration. Intellio® Deliver is a centralized program management and collaboration tool that comes with industry-specific workplans and real-time reporting—meaning you spend less time planning and more time successfully integrating.
Intellio® Deliver helped two companies decrease the administrative burden of their merger and get a head start on integration—merging in 150 days and with a 10X ROI.
Learn more about West Monroe’s Intellio® suite of assets that deliver results, faster.
The key to a successful merger is to begin preparing as soon as you know the deal is likely to close. We help you identify, budget, and plan mission-critical operational improvement and technology initiatives that support your investment thesis and can improve EBITDA performance. We’ll also identify the right structure and leadership to oversee the merger implementation process.
Establish the essential integration reference guide for everyone involved in the strategy, planning, and execution of your post-merger integration. We’ve developed M&A integration playbooks for mergers of all sizes and in most industries, so we can quickly tailor yours for your unique circumstances and goals.
Define the optimal structure, operating norms, optimized business processes, technology, vendors, metrics, and post-merger culture for the combined organization. Our library of industry-specific target operating models accelerates the process of determining how two organizations will come together to create new value.
Design leadership, reporting structures, sizing, spans of control, and workforce optimization strategies that are aligned to your post-merger business strategy and operating model. Our human capital management experts have extensive merger and acquisition experience and can assist with company integration best practices in areas such as pay equity, talent retention strategy, or organization design.
Chart your course to success and value creation. Our established and proven post-merger integration planning tools and templates expedite the process for building pre-close, Day 1, and post-Day 1 integration. Work from merger integration plans that cover all the bases.
Establish and run an effective IMO, with the right structure, roles and responsibilities, program management processes, and tools for tracking progress, risks, and synergies. Our digital IMO tools and dashboards minimize administrative workload during execution, so you can achieve post-merger success with leaner teams.
Identifying the right leaders—and the right numbers of leaders—is critical to a profitable and productive operating model following a merger. Our comprehensive and proactive organizational change management communication plan aligns leaders and brings together cultures and operating norms while avoiding common M&A integration barriers and pitfalls. So you can integrate teams, and smoothly navigate complex change.
Accelerate the path to unified operations with an efficient approach to consolidating and integrating core systems. Technology is in our DNA: We know how to apply it to enable a winning business. We can help you use modern cloud infrastructure, digital/ data platforms, and other capabilities to build an agile, scalable organization. Our migration tools and accelerators for enterprise resource planning (ERP) and other systems allow you to integrate operations faster.
Interested in easier, better M&A? Private equity firms that buy, build, and sell platforms can use West Monroe’s Intellio® suite to drive more value.
The work doesn’t end after the completion of a sale. Let’s talk about how we can help give you the resources and knowledge needed for successful integration.
Kirsten guides clients through complex carveout and merger integration projects – always with an eye toward making the investment thesis a reality.
Matt guides the collaboration of diverse functional practices that all contribute to helping clients realize the value and benefits of becoming digital.
With leadership experience in diverse, challenging domains, Jordan leads clients through complex transactions to realize the investment thesis and equity value.
Tom brings senior financial leadership—including experience as a CFO and controller—to clients navigating the complexities of a major transaction.
Andrew supports clients across the M&A lifecycle – from transaction advice and planning to execution – by ensuring the best use of technology investments.
Jennifer’s collaborative style and ability to solve business problems with technology creates tangible operational impact and enables new revenue streams.
With decades of tenure as a technology officer for private equity-owned businesses, Albert understands how to apply technology to drive profitable growth.
With a particular focus on the software and tech-enabled businesses, Rainer provides transaction advisory that sets the stage for value creation.
Dan has refined the art of balancing organizational requirements and technology capabilities to navigate M&A complexities and deliver the intended value.
A career-long innovator with a passion for emerging technologies, Mark has a track record for developing new applications that solve business challenges.
Always with an eye on value, David guides tech centered organizations through M&A, market disruption, and other complex, transitional situations.
Melanie’s extensive experience helps clients quickly gain value from large, complex strategic IT, outsourcing, and business transformation initiatives.
Stephen helps clients across the healthcare ecosystem navigate strategic, organizational, and execution challenges to improve the top and bottom line.
Jim delivers the complex, transformational technology initiatives that are at the heart of deriving value from a merger or acquisition.
With an eye on creating results through value chain optimization, analytics, and digital capabilities, Jonathan leads clients through complex transactions.
Dan applies his experience gained on more than 100 M&A transactions to help his clients realize their investment thesis and maximize value from deals.
Kate is a director in our Healthcare & Life Sciences practice who helps clients navigate the healthcare M&A space.
Mike applies a deep understanding of the private equity industry along with a strong technology background to 30+ M&A transactions a year.
Connor has translated extensive carve-out, divestiture, and spin-off experience into hundreds of millions of dollars of value for his clients.
Christina protects companies, including private equity firms and their portfolio companies, from the risk of cybersecurity attacks.
Foster is a managing director in our Mergers & Acquisitions practice and the Central Region lead for carve-out services.
Chip is a director supporting clients across the deal life cycle, focusing on leadership of integration diligences, planning, and management offices.
Chris is a leader in our M&A practice, advising investors and portfolio companies in the High-Tech/Software space on investments and growth strategies.
Greg brings his background in accounting, business, and technology experience to help his clients navigate critical and complex projects.
With a keen understanding of many industries and functional and technical areas, Jon brings a unique perspective to his clients.
A senior partner in our High Tech & Software practice, Dhaval advises private equity firms and their portfolio companies across the investment lifecycle.
Peter heads up West Monroe’s rapidly growing New York City office, one of the state’s best workplaces, while also leading our M&A practice in the region.
Neil is a partner in our High-Tech & Software practice. He excels at helping technology companies improve revenue growth and expand profit margins.
A partner in our M&A practice, Andy excels at helping private equity clients successfully navigate complex transactions.
Brad Haller is a senior partner in West Monroe’s M&A practice, leading the firm’s merger integration capabilities.
Ken’s diverse background helps him guide his clients to realize the value of technology and digital initiatives.
With a focus on driving enterprise value for his clients, Scott builds collaborative and cross-functional teams.
A senior manager in our Mergers & Acquisitions practice, Matt creates measurable value in all phases of the integration lifecycle.
Adam has expertise in advising private equity and public companies across all stages of the M&A lifecycle.
Tim is a results-driven M&A leader in due diligence and carveout deals across the transaction life cycle.
Keith leads the firm’s highly skilled divestiture & carve-out center of excellence within M&A. He is also a father of three young girls.
Jeremy works with clients across the deal life cycle, from strategic planning through value realization, to achieve enterprise and investment objectives.