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Pre-Merger Integration Planning & Execution

Operational Transformation

After 100 day planning and execution, transaction delivery typically lands back in the realm of Business As Usual (BAU), as long as the delivery of any synergies and value drivers is tracked and maintained. However, for many clients, a transaction is typically part of a larger transformation. Sometimes a client may find that they have finished a deal and need support in shaping and managing the delivery goals of a transformation – especially cultural transformation.

We support these clients through operational transformation, building on many of the tools and experiences we have developed from integration planning and execution.

Building

We work alongside our client teams to help them truly understand and importantly define what the transformed business needs to be in order to deliver their business objectives. We focus on the portfolio of change across the entire organisation, which is critical as many organisations don’t have a clear picture of the amount of change currently inflight, the overall cost of that change programme or a governance model needed to ensure that change is fully understood and crossfunctional dependencies are clearly mapped out and the size and phasing of change is mapped out and communicated across the business.

For many companies one of the first decisions to make is what in-flight initiatives need to stop or be re-aligned so that they fit as part of the overall change strategy.

Experienced

Our team consists of experienced transformation professionals who have been involved in hundreds of programmes across multiple sectors and geographies. With an average of over 20 years of experience in the field, team members bring a deep understanding of the complexities involved in operational transformation. Our team members draw on the tools and skillsets available across Global PMI Partners to ensure that our clients are able to deliver the transformational change programmes.

Efficient

GPMIP’s Carve-out and Integration methodologies are regarding as the market leading. We support our clients by ensuring that their internal teams are trained appropriately so they know what is expected from them as individuals and from their functions in order for them to support the achievement of the overall business strategy and vision. Our clients come back to us for augmentation to their internal teams knowing that our team members will be working in exactly the same way as their internal teams, reducing the time needed for team forming and learning ways of working.

Our Approach

Our Approach

Strategy Execution

Creating a plan

Global PMI Partners provides expert pre-close planning services to help clients achieve successful transaction outcomes. Our team of experienced consultants will work closely with you to develop a comprehensive strategy that addresses all critical aspects of the pre-close phase, including identifying synergies, assessing risks, and creating a clear roadmap for post-merger integration.

Our approach is tailored to meet the unique needs of each client, leveraging our deep industry knowledge and best practices to deliver customized solutions that maximize value and minimize risk. We understand that pre-close planning is essential for a successful M&A transaction and have a proven track record of helping clients achieve their objectives.

Execution

We understand that the execution phase of any transaction is crucial for achieving success. Our team provides end-to-end support throughout the process, from pre-signing, through to Day 1 and Day 100 and beyond. With a proven track record of successful integration and carve-out executions, we leverage our extensive knowledge and expertise to help our clients achieve their transaction goals. To ensure a smooth execution phase, we use a phased approach that breaks down the activity into manageable chunks. We also use a variety of proprietary tools and techniques to transition from the deal team to the integration, and track progress, identify risks, and manage issues. These tools include collaboration tools customized for M&A integration and carve-out, regular status updates, and risk assessments, among others – all of which drive efficiency. We aim to make the process as transparent and predictable as possible, so you can confidently make decisions and plan for the future. We believe that collaboration and communication are key to successful execution plan. That’s why we work closely with your team and any external advisors to ensure everyone is aligned and working towards the same goals. Our focus is on delivering value and results for our clients, and we believe that successful execution is the foundation for achieving those results.

Challenges

Challenges

Post-merger integration resources Set up a private Equity roll-up for add-on acquisitions Carve-out buy-side resources and advisory

Lack of inhouse integration capability and resources

Client did not have the experience and capability in-house to plan and manage the upcoming integration/merger due to its size and complexity.

We solved this for our client

Global PMI Partners assigned an Integration Director who advised and worked with management in defining the integration strategy, driving the value creation and an optimal and cost-effective approach. This also included an Integration Manager to set up and drive an Integration Management Office (IMO) for the workstreams of the integration project.

Need of hands-on resources for initial add-ons and a playbook

A Private Equity client invested in a new roll-up platform and needs in-house capabilities to integrate a number of add-on acquisitions each year, through cost-effective means in accordance with the investment thesis.

We solved this for our client

Global PMI Partners assigned a small team of roll-up specialist consultants that executed and delivered the first add-on acquisition, then conducted knowledge transfer of the customized integration playbook and communications playbook to the platform management team to manage going forward.

Lack of inhouse carve-out capability and resources

A buy-side client is planning a carve-out but does not have the capability or experience in-house to plan, define, and negotiate transitional services agreements (TSAs), in order to manage the integration.

We solved this for our client

Global PMI Partners assigned a small team of carve-out specialists that organized a Carve-out Management Office (CMO) that conducted the end to end plan of the buy-side carve-out that included, data migration, Day One readiness and integration, communication, and negotiated transitional services plans on behalf of the client.

Case Study: Lloyds Register Group Transformation Programme

GPMIP provided transformation change expertise in terms of the Group Transformation Director, reporting directly to the Group CEO and a Transformation Management Office Lead in support of the Transformation Director

Read Case Study

Diverse range of
skill and expertise.

A diverse range of experience across industries provide skills and expertise necessary for the nuance of successful mergers and acquisitions (M&A) . This includes expertise in areas such as Corporate finance, Legal, Taxation, Human Resources, Operations, Information Technology, Marketing and Sales, and Risk Management. We assemble a custom team with the right mix of skills, tools, and experience to deliver the intended objectives of your M&A transactions.

About Global PMI Partners

We work across 35 countries with a workforce of 350 resources globally. We have managed over 500+ mergers and acquisition projects.
500+

M&A Projects

35
35

Countries

350+
350+

Global Team

Frequently Asked Questions

How do I integrate a company?

Integrating a company can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of integrating a company is the experience of the individuals tasked with leading the integration effort. It is highly advised that the individuals tasked with the responsibility of the integration should be experienced professionals that have done several integrations.

Learn more about post-merger consulting services.

How do I manage a carve-out?

Managing a company carve-out from another company can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of a company carve-out is the experience of the individuals tasked with leading the effort. It is highly advised to get an experience carve-out specialist to lead carve-out effort.

Learn more about post-merger consulting services.

How do I plan for an acquisition integration?

Acquisition integrations can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of integrating a company is the experience of the individuals tasked with leading the integration effort. It is highly advised that the individuals tasked with the responsibility of the integration should be experienced professionals that have done several integrations.

Learn more about post-merger consulting services.

How do I engage post merger integration consultants?

Post-merger integration consulting is an area of consulting services that has grown with the increase in global mergers & acquisitions activity. A lot of the large management consulting firms provide merger integration services as part of their suite of offerings. However, there are also boutique firms that specialize in post-merger integration as a consulting service.

Learn more about post-merger consulting services.

Latest Insights

Cost & Synergy Assessment

23rd January

How to Maximize Value from Your M&A Advisors

Cost & Synergy Assessment

18th October

Integration Diagnostic: Holding on to deal value

Target Operating Models

28th April

The Role of Culture and Values in M&A

Target Operating Models

15th May

Role of Leadership and Change Management in M&A

Let’s solve your business needs.

Let’s solve your business needs.

Do you want to have a project consultation with us? Our team is on hand to talk through your unique requirements and solutions that best fit your integration needs. Get in touch with us.

Contact us Schedule a call