M&A Practice

Execution when the deal has to land.

For a decade, PE firms and large corporates have brought us in when execution mattered most. 125+ transactions. ~$200B in deal value. Senior practitioners who run the program , not analysts who watch it.

What we do

Four practice areas. One disciplined approach to every deal.

01

M&A Integration Planning & Execution

End-to-end planning and execution of integrations , from Day 1 readiness through Day 120+ optimization. Governance, workplans, cutover, and value capture run as one program.

Typical Deliverables
  • Day 1 readiness checklist & cutover plan
  • Functional integration charters
  • Synergy & value realization tracker
  • Weekly Steerco reporting pack
  • Day 100 optimization plan
02

Carve-Out Transition Management

Separation programs run by practitioners who've stood up dozens of SMOs. We design the operating model, stand up the SMO, and drive the program through close and clean exit.

Typical Deliverables
  • Separation operating model & SMO charter
  • Cross-functional separation workplans
  • TSA design & governance
  • Stand-up of separated entity capabilities
  • Day 1 cutover & stabilization
03

IMO / SMO Leadership

We stand up and run your Integration or Separation Management Office end-to-end , governance, workplans, weekly Steerco cadence, functional charters, milestone tracking, and escalation processes.

Typical Deliverables
  • IMO/SMO governance & cadence
  • Functional workstream chartering
  • Risk, issue & decision management
  • Steerco & executive reporting
  • Day 100 & beyond optimization
04

Program / PMO / ePMO Establishment

Stand up a Project, Program, or Enterprise PMO that actually drives outcomes. Senior practitioners build the operating model, install the tooling, coach the team, and hand back a running function.

Typical Deliverables
  • PMO operating model & charter
  • Portfolio governance & intake
  • Reporting, tooling & cadence
  • PMO talent coaching & uplift
  • Transition to internal ownership
05

M&A IT & Technology Services

Application portfolio rationalization, data migration, infrastructure separation, and MSP establishment. The IT workstream is where most deals slip , we make sure yours doesn't.

Typical Deliverables
  • App portfolio assessment & rationalization roadmap
  • Infrastructure separation / consolidation plan
  • Data migration design & execution
  • MSP transition & cutover
  • Cyber & compliance baseline
06

TSA Design to Exit Management

TSA and reverse-TSA design, negotiation support, ongoing tracking, and clean exit management. We've executed dozens of TSAs across PE carve-outs and corporate divestitures.

Typical Deliverables
  • TSA service catalog & pricing model
  • Service-level definitions & governance
  • Monthly TSA tracking & exit forecasting
  • Exit readiness assessments
  • Clean exit closeout
07

Functional Workstream Management

Senior functional leads embedded into HR, Finance, IT, Operations, Commercial, and Legal workstreams to drive day-to-day execution alongside your team , not from the sidelines.

Typical Deliverables
  • Functional integration / separation leads
  • Detailed functional workplans
  • Cross-functional dependency management
  • Functional Day 1 & Day 100 readiness
  • Hand-back to BAU function owners
08

Synergy Tracking & Risk Mitigation

Disciplined synergy capture , planned vs. realized, by initiative, by quarter , paired with active risk and decision management so value doesn't quietly evaporate.

Typical Deliverables
  • Synergy baseline & tracking model
  • Initiative-level realization reporting
  • Risk, issue & decision register
  • Executive value dashboard
  • Course-correction interventions
09

M&A Playbook Strategy & Design

Repeatable integration frameworks purpose-built for your deal type and industry. We build the playbook once, then run it on every subsequent deal.

Typical Deliverables
  • End-to-end M&A operating model
  • Functional playbooks by workstream
  • Diligence-to-Day-1 toolkit
  • Synergy capture templates
  • Lessons-learned & continuous improvement loop
Where we plug in

From diligence through hand-back to BAU.

Phase 1

Pre-Close

Diligence support, Day 1 planning, IMO standup, regulatory readiness.

Phase 2

Day 1

Cutover execution, comms, employee transition, customer continuity.

Phase 3

Day 100

Functional integration, synergy capture begins, governance cadence locked.

Phase 4

Day 120+

Optimization, TSA exits, value realization tracking, hand-back to BAU.

Trusted by PE Firms & Global Enterprises
Allison Transmission
Altria
American Pacific Group
APi Group
Bayer
Capital One
Comvest Private Equity
Discover
Elanco
Eli Lilly
Fellers
Kimberly-Clark
Kraft
Mercedes-Benz
Owens & Minor
Platinum Equity
Trinseo
Start a conversation

Have a deal closing, a carve-out coming, or an AI program that needs to actually land?

We work with PE firms and large corporates who need senior execution leadership , not slideware. Reach out and we'll set up a working conversation.

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M&A Practice
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Strategy & Implementation