Post-close execution that turns the deal model into operating reality
Synergies slip when integration is run as a status meeting. We run integration as an operating office with accountable milestones, technical sequencing, and customer/staff retention metrics.
Who this service is for
PE operating partners, portfolio company CEOs, CFOs, CTOs, and integration sponsors
When to use it
Use this from signing through the first 180 days post-close, especially when systems, teams, customer data, or delivery models need consolidation.
Integration is measured by retained value, not completed tasks
We run integration around customer continuity, staff retention, system retirement, and synergy evidence. That is how complex divestitures held 95% customer retention and 100% staff retention 9 months post-close.
- 95% customer retention post-merger
- 100% staff retention 9 months post-close
- 28,000-user migration with zero downtime
What the work produces
Integration Management Office
Day 1 and Day 100 plans
System retirement and synergy tracking dashboard
Articles that support this service
The 100-Day Lie: Why Your Integration KPIs Are Hiding a 33% Valuation Bleed
Private equity operators often track the wrong metrics during post-M&A integration. Discover the precise operational KPIs to prevent integration failure.
Read →The 198-Day Void: Why Your CFO Search Timeline Is a $2.1M Hallucination
Everyone budgets 90 days to hire a private equity-backed CFO. The reality is a 198-day transition that costs $2.1M in lost EBITDA. Here is the operator's playbook.
Read →The 90-Day Ramp Illusion: Time-to-Productivity Benchmarks That Actually Predict Scale
The standard 90-day ramp is a multi-million-dollar hallucination. Discover the true onboarding time-to-productivity benchmarks and 30-60-90 day milestones for scaling tech teams.
Read →Carve-Out TSA Pricing Benchmarks: Beating the Extension Trap
Private equity buyers lose 3-5% of deal value to extortionate TSA extensions. Explore 2026 carve-out TSA pricing benchmarks, duration timelines, and negotiation strategies.
Read →Data Center Consolidation Post-Merger: Timelines, Costs, and the 43% Overrun Trap
Discover why post-merger data center consolidations overrun budgets by 43% and learn the definitive timeline and cost benchmarks to protect your deal's EBITDA.
Read →The 'Limbo Tax': Why Cross-Border M&A Regulatory Delays Kill 30% of Deal Synergies
Learn how antitrust second requests and FDI reviews extend cross-border M&A timelines by 4-6 months, and how to buffer your integration strategy to save synergies.
Read →Integration Synergy Tracking Template: Weekly Dashboard Metrics That Matter
Stop losing deal value to monthly reporting lag. Discover the weekly integration synergy tracking metrics that PE operating partners use to protect EBITDA.
Read →Runbook Coverage: The Only Incident Metric Private Equity Buyers Trust
Why tracking MTTR is a lagging strategy, and how achieving 80% runbook coverage eliminates the $210,000 coordination tax in scaling engineering teams.
Read →Standard Operating Procedure ROI: The Brutal Math of Hours Saved vs. Hours Invested
Discover the true ROI of Standard Operating Procedures (SOPs). We break down the math of hours invested versus hours saved, and how undocumented processes destroy valuation.
Read →When this service is the right operating path
A decision guide for choosing carve-out, full acquisition, or phased TSA structure when technology systems, teams, and customer operations must separate cleanly.
A decision guide for choosing an Integration Management Office, Project Management Office, or hybrid governance model when post-close technology execution must protect synergy, retention, and EBITDA.
A decision guide for choosing interim CTO, technical advisor, or embedded technical operator support when technology execution, architecture, or engineering leadership is under pressure.
A decision guide for choosing technical diligence, financial diligence, or integrated diligence when technology company value depends on both the numbers and the operating system.
Checklists and scorecards for this service line
Common questions
How do you prevent integration fatigue?
We tie synergy recognition to specific operational triggers: retired systems, unified data, consolidated workflows, retained customers, and stabilized teams. The cadence stays metric-led, not meeting-led.
Do you handle carve-outs?
Yes. We support carve-out operating models, TSA exit planning, system separation, leadership alignment, and employee/customer retention during transition.