TOPIC · TURNAROUND & RESTRUCTURING
Migration & Integration
Integrations fail when they're run as status meetings. We run them as Integration Management Offices that own outcomes — the difference shows up in retention numbers.
WHO THIS IS FOR
The seat at the table this shelf serves.
PE Operating Partners running 100-day plans, CIOs facing post-acquisition complexity.
RELATED SERVICE PATHS
Where this topic becomes operating work.
View all servicesTAS · SERVICE
Transaction Advisory Services
Operator-led buy-side and sell-side diligence for technology middle-market deals. Financial rigor, technical diligence, and integration risk in one workstream.
TES · SERVICE
Transaction Execution Services
Integration management, carve-outs, system consolidation, and post-close execution for technology acquisitions that must turn thesis into EBITDA.
TRS · SERVICE
Turnaround & Restructuring Services
Crisis intervention, runway extension, project recovery, technical rescue, and restructuring support for technology middle-market firms.
TOPIC
88 briefs in migration & integration.
Field notes grouped by the operating constraint they address.
BRIEF · 6 MIN
The Day Your Acquired ML Team Starts Interviewing: A Post-Close Retention Playbook
Acquired ML engineers don't quit over money. They quit the week IT puts a two-week ticket between them and a GPU. Here's the post-close playbook that keeps them.
BRIEF · 6 MIN
Microsoft Copilot Will Surface Every File You Forgot to Lock Down
Microsoft 365 Copilot reads everything an employee can already open. A rollout that skips permission review turns quiet oversharing into a search box.
BRIEF · 6 MIN
Aerospace M&A: Why Your TS/SCI Engineers Walk Before Day One
In aerospace defense M&A, a single resigned TS/SCI engineer can strand months of contract billings. How to map the flight risk and hold the cleared bench.
BRIEF · 6 MIN
The AWS-to-Azure Migration That Stalled on an Enterprise Agreement: A Recovery Playbook
A Microsoft EA discount looked like free money. Then DynamoDB, IAM, and S3 egress froze the migration. Here is how to triage and restart it.
BRIEF · 6 MIN
The 100-Day Scorecard PE Firms Should Run on a Tech Roll-Up (and the One They Track Instead)
The green IMO dashboard hides where a tech-services deal is bleeding. Here are the day-by-day integration KPIs a PE operating partner should track for 100 days.
BRIEF · 6 MIN
Carve-Out TSA Pricing: Why Month Seven Is Where the Money Disappears
A 12-month TSA meets a 14.2-month migration, and the gap costs 3-5% of deal value. The pricing clauses, exit ramps, and extension math PE buyers miss.
BRIEF · 6 MIN
Post-Merger Data Center Consolidation: Why "9 Months" Becomes 18.5, and What It Costs
The deal model says collapse three data centers in 9 months. The average is 18.5, with 43% overruns. Here is where the time and money actually go.
BRIEF · 6 MIN
Cross-Border M&A: How to Integrate While the Antitrust Clock Holds You Hostage
FDI reviews and antitrust second requests freeze cross-border deals 4-6 months. Here's how clean teams and federated architecture let you integrate anyway.
BRIEF · 6 MIN
The Weekly Integration Dashboard: 12 Metrics That Catch Synergy Leakage Before the Monthly Close Does
A monthly close tells you synergies slipped 30 days ago. Here are the 12 weekly leading indicators that let PE operating partners intervene on Monday, not the 15th.
BRIEF · 6 MIN
The 3% IT Integration Rule Is Quietly Wrecking $50M-$500M PE Deals
Budgeting 3% of deal value for IT integration is how mid-market PE deals stall at day 100. Here's how to build the number bottom-up instead.
BRIEF · 6 MIN
Why the General Ledger Should Be the Last System You Migrate After an Acquisition
The board wants financial visibility, so sponsors migrate the GL first. That sequence corrupts the data feeding it. Here is the order that actually protects deal value.
BRIEF · 6 MIN
The Bolt-On That Looked Free: 3 Integration Costs That Eat the Synergy You Paid For
The synergy model never priced the developer slowdown, the Month 6 churn cliff, or the comp-plan exodus. Where bolt-on EBITDA actually leaks — and how to plug it.