Insights
M&A Integration Perspectives
Practical thinking and real-world case studies from principals who have led integrations across industries, geographies, and deal structures.
Insights
Practical thinking and real-world case studies from principals who have led integrations across industries, geographies, and deal structures.
November 18, 2025
ArticleEnsuring a Seamless Transition and Maximizing Value
Legal Entity Wind Down
Case StudyA two-phase liquidation of a dormant Brazilian subsidiary with complex inventory and tax compliance issues, requiring engagement of local counsel and regulators.
March 13, 2025
ArticleMost acquisitions are justified by revenue synergies — yet they're the hardest to capture. Here's why they fail, and the five steps that actually work.
M&A Integration
Case StudyEnd-to-end finance and operational integration of AirWatch into VMware following a major enterprise mobility management acquisition.
September 9, 2024
ArticleHow companies executing an inorganic growth strategy can build, scale, and continuously improve their M&A integration playbook — from first acquisition through a mature repeatable program.
M&A Integration
Case StudyIntegration of octoScope into Spirent Communications following the acquisition of a wireless testing solutions company.
June 19, 2023
ArticleManagement teams on both sides of a deal consistently struggle with timing. This article lays out practical rules of thumb for when to start integration planning — and what the work intensity looks like before and after close.
Carve-Outs
Case StudyComplex multi-entity merger in Canada involving the simultaneous transfer of manufacturing activities to a new entity and amalgamation of four entities into one NewCo.
December 17, 2020
ArticleM&A integration projects are complex, time-pressured, and full of unknowns — exactly the conditions where Agile principles provide the most value. Here are five Agile Manifesto principles and why they apply directly to post-merger integration.
M&A Integration
Case StudyComprehensive integration program for a large-scale acquisition by a Fortune 500 technology company, covering finance, IT, HR, and operational transformation across multiple geographies.
October 26, 2020
ArticleA 120-day PMI timeline may sound impossible — but it is highly recommended to pursue it. Here is why aggressive integration timelines realize more deal value, and what it takes to get there.
Operational Transformation
Case StudyBuild-out of complete accounting, commercial, and legal infrastructure for Blade Network Technologies following its spin-out from Nortel Networks—culminating in a successful sale to IBM.
A template for structured steering committee updates during an integration program. Covers program status, risk register, key decisions required, and workstream health — built for executive audiences.
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A structured RAID (Risks, Actions, Issues, Decisions) template for tracking and escalating integration risks across workstreams. Includes severity and probability scoring, owner assignments, and mitigation status tracking.
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Slide deck defining the integration governance model — executive steering committee, IMO leadership, workstream leads, and decision rights. Includes sample org chart and RACI for integration decision-making.
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A slide-based framework for establishing guiding principles at the start of an integration. Sets behavioral norms, decision-making standards, and cultural expectations for the combined organization.
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A template for defining team charters across integration workstreams — covering team purpose, scope, decision rights, membership, and operating norms for each functional team.
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A template for planning and executing pre-close communications — press releases, investor Q&A, employee talking points, and Day 1 messaging sequences. Ensures all stakeholders receive coordinated, accurate communications.
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A RACI matrix defining roles and responsibilities across all integration workstreams — HR, IT, Finance, Legal, and Operations. Clarifies who is Responsible, Accountable, Consulted, and Informed for each key integration activity.
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A structured survey tool for assessing cultural fit and potential friction points between acquirer and target. Covers values alignment, leadership style, communication norms, and change readiness.
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