We help leaders and sponsors create and realize value through M&A—supporting diligence, clarifying the value thesis, and leading integration with aligned leadership and disciplined execution. The goal is simple: protect the core business, accelerate synergy realization, and build a combined organization that performs quickly and sustainably.
Pre-deal and post-close support, including due diligence, Day 1 readiness, and 100-day value capture.
Ideal when:
- You’re evaluating targets and need operating diligence and integration support
- Integration complexity is high (people, systems, services, geography)
- The value-creation thesis needs a practical execution plan
- Post-close execution is behind plan or accountability is unclear
- Leaders, boards, and sponsors need a practical Day 1 / 100-day plan and an operating cadence
What we deliver (pre-deal):
- Operating due diligence support: assessment, strategic fit, opportunities, and risks—markets, clients, services, organization, operations, delivery models, complexities, projects and contracts, equipment, safety, staffing, utilization, overhead, and synergies
- Other due diligence support: financial, legal, HR, IT—from an operator perspective to assess fit, opportunities, and risk
- Value creation opportunities: synergies and performance improvements—shared OPEX and SG&A, service bundling, cross-selling, and market expansion
- Day 1 readiness: governance, communications, and early-win opportunities
- 100-day roadmap: owners, milestones, and a measurable scoreboard—actions describing how to capture the upsides while mitigating the execution risks
What we deliver (post-close):
- Integration leadership: aligned owners, decision rights, and escalation paths
- Execution cadence: KPI scoreboard, weekly rhythm, and disciplined follow-through
- Synergy capture: revenue, delivery, and cost initiatives launched and tracked
- Course-corrections: blockers removed early while protecting the core business
- Executive, board, and sponsor reporting
How the work typically unfolds:
- Phase 1 — Due diligence & value thesis (pre-close)
- Phase 2 — Sponsor approval
- Phase 3 — Day 1 readiness & leadership alignment
- Phase 4 — Integration & value capture (post-close)
Engagement options:
Executive Advisory | Interim | Fractional