M&A PMO Services

TSA (Transition Service Agreements)

Crafting TSA frameworks to ensure continuity of services post-transaction.

  • TSA Scope Definition & Negotiation
    Defining clear service boundaries and negotiating terms that align with business objectives.

  • TSA Development & Documentation
    Creating detailed, actionable TSAs with defined roles, responsibilities, and timelines.

  • TSA Governance & Oversight
    Establishing governance structures to monitor TSA performance and compliance.

  • Service Continuity Management
    Ensuring uninterrupted delivery of critical services throughout the TSA period.

  • TSA Exit Planning & Execution
    Developing and executing comprehensive exit strategies to transition services smoothly and on time.

  • Cost Management & Optimization
    Monitoring and controlling TSA-related costs to maximize value and minimize expenses.

  • Risk Identification & Mitigation
    Proactively identifying risks and implementing mitigation plans to avoid service disruptions.

  • Cross-Functional Coordination
    Aligning teams across IT, Finance, HR, and Operations to execute TSA agreements effectively.

  • Leadership & Stakeholder Communication
    Providing strong leadership and maintaining open communication to align stakeholders and drive TSA success.

M&A IT (Technology) Services

End-to-end support for seamless technology integration and separation during mergers, acquisitions, and divestitures

  • IT Due Diligence
    Assessing IT infrastructure, systems, and processes to identify risks and integration opportunities.

  • Application Portfolio Rationalization
    Evaluating and streamlining application landscapes to eliminate redundancies and reduce costs.

  • IT Integration & Separation Planning
    Developing and executing IT strategies for seamless integration or separation during M&A.

  • System Migration & Consolidation
    Transitioning data and systems efficiently while minimizing business disruption.

  • Cybersecurity & Data Compliance
    Ensuring data security and regulatory compliance throughout M&A activities.

  • Infrastructure Assessment & Optimization
    Evaluating and optimizing IT infrastructure for post-transaction needs.

  • ERP & CRM Implementation/Consolidation
    Managing enterprise system rollouts or consolidations to support new organizational structures.

  • IT TSA (Transition Service Agreement) Management
    Designing and managing TSAs to maintain IT service continuity during transitions.

  • IT Governance & Risk Management
    Establishing governance frameworks and mitigating risks in IT operations during M&A.

  • Post-Merger IT Support & Stabilization
    Providing ongoing support to ensure IT systems are stable and aligned with business goals.

M&A Playbook Strategy & Design

Developing tailored M&A playbooks aligned with your organization’s unique objectives and processes.

  • Content Development & Documentation
    Creating comprehensive, step-by-step guidance for key M&A activities, including integration, separation, and post-merger optimization.

  • Best Practices & Templates
    Incorporating industry best practices and reusable templates to standardize and streamline M&A execution.

  • Stakeholder Alignment & Input
    Engaging key stakeholders to ensure the playbook reflects cross-functional needs and priorities.

  • Training Program Development
    Designing and delivering targeted training programs to equip teams with the knowledge and skills to execute the playbook effectively.

  • Scenario-Based Simulations
    Providing hands-on, real-world scenario training to prepare teams for M&A complexities.

  • Playbook Rollout & Adoption
    Implementing a structured rollout plan to embed the playbook across the organization.

  • Change Management Support
    Driving adoption through effective communication, leadership alignment, and change management practices.

  • Continuous Improvement & Updates
    Regularly reviewing and updating the playbook based on lessons learned and evolving business needs.

  • Performance Metrics & Feedback Loops
    Establishing KPIs to measure playbook effectiveness and gathering feedback for ongoing refinement.

Comprehensive planning and execution for both integration and separation phases of M&A.

  • Program & Project Management Office (PMO) Setup
    Establishing PMOs to ensure effective governance, oversight, and delivery of M&A initiatives.

  • Operational Readiness & Day 1 Planning
    Ensuring businesses are fully operational on Day 1 of integration or separation.

  • Cross-Functional Coordination
    Aligning teams across Finance, IT, HR, Operations, and Supply Chain to meet M&A goals.

  • Change Management & Communication
    Driving stakeholder alignment and managing change to minimize disruption during transitions.

  • Interim State and Transition to BAU(Business As Usual) Planning
    Developing interim operating strategies and transition to BAU

  • KPI & Dashboard Development
    Creating performance metrics and dashboards to monitor progress and highlight risks early.

  • Vendor & Systems Integrator Oversight
    Holding third-party providers accountable to ensure timely, high-quality deliverables.

  • Data & Analytics Support
    Enhancing data visibility and insights to inform decision-making in M&A activities.

  • Post-Merger Support & Stabilization
    Providing ongoing support to ensure business processes are stable and aligned with business goals.