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Operating briefs

What should a PE sponsor do when post-acquisition integration is slipping?

Reset integration around retained value instead of task completion. Name the synergy owners, customer-risk owners, system-retirement owners, and decision bottlenecks; then move the cadence from status reporting to weekly evidence of retained customers, retained staff, retired systems, and realized EBITDA.

Best fit

PE Operating Partners, CEOs, CFOs, CTOs, and integration sponsors after close.

Urgency

First 30 days after integration drift is visible

Operator read

What is really happening?

Integration misses compound because everyone can show activity while no one owns retained value. A sponsor needs a single operating office that connects customer continuity, people risk, architecture sequence, and synergy evidence.

Trigger

Use this when synergy timing, customer continuity, system consolidation, or staff retention starts diverging from the deal model.

Query fan-out map

Subquestions this scenario has to answer.

Why are M&A synergies taking longer than projected?

Because the model usually assumes systems, teams, data, and customers integrate faster than the operating environment allows.

Supporting path

Does the deal need an IMO or a PMO?

Use an Integration Management Office when the work needs value capture, decision authority, customer continuity, and executive escalation; use a PMO for narrower coordination.

Supporting path

What should be inspected first?

Inspect customer-risk list, staff-retention risk, TSA exit dependencies, system-retirement plan, data ownership, and weekly synergy evidence.

Supporting path

Proof used

Why this brief is defensible.

95% customer retention post-merger
100% staff retention 9 months post-close
28,000-user migration with zero downtime

Turn the brief into an operating mandate

A 14-day diagnostic converts the scenario into owners, evidence, cadence, and board-ready next actions.

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