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Acquisition & Post-Merger Integrations

Mergers and Integrations

At Global PMI Partners, we bring a wealth of experience to help companies with the design and completion of their mergers and integrations. Our team has been involved in over 500+ transactions across dozens of sectors, giving us a broad perspective on best practices and potential pitfalls for planning and exection. Our services are scalable and effective for deals of any size and across a range of transaction types.

Seamless

We work collaboratively with both the deal team and internal management and operations to help ensure that our services are seamlessly integrated with their efforts. We take a hands-on approach to transfer our work to the management and operations team at the end of the project, providing them with the necessary tools and knowledge for a successful integration. Our seamless approach minimizes risks and maximizes opportunities, allowing for optimal integration. With our focus on collaboration and transparency, every step of the process is as smooth and efficient as possible.

Experienced

Our team consists of experienced integration professionals who have been involved in hundreds of transactions across dozens of sectors. With an average of over 20 years of experience in the field, team members bring a deep understanding of the complexities involved in integration and carve-out planning & execution. We draw on this collective experience to provide tailored solutions that are designed to meet your unique needs and objectives.

Efficient

We understand that time is of the essence in any integration or carve-out project. That’s why we have developed our proprietary IMO MobilizationSM and CMO MobilizationSM approach, a repeatable and efficient methodology that has been tested and refined over hundreds of transactions across dozens of sectors. By leveraging our extensive experience and our methodologies, we can identify potential challenges early on and implement effective solutions. Our focus on repeatability helps ensure that your project is completed on time and within budget, without compromising on quality.

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.

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

We engaged the Global PMI Partners team after signing to advise and manage the seven-month carve-out/integration project. The GPMIP team pragmatically guided and lead us through a new level of acquisition complexity and scope. The end result was an on-time delivery of a complex project with limited time and limited internal resources. The GPMIP team was a great culture fit and managed the internal team, external consultants, and a challenging seller in a very professional way throughout the engagement.

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

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How to Maximize Value from Your M&A Advisors

Cost & Synergy Assessment

18th October

Integration Diagnostic: Holding on to deal value

Photo by Jack Moreh from Freerange Stock
Operational Due Diligence

2nd May

Effective Operational Due Diligence is essential to make the right deal decision and ensure a successful post-merger integration

Operational Due Diligence

23rd May

Post-merger integration success criteria: Health Check Reviews

Integration Planning & Execution

30th June

Acquisition Integration Challenges: Navigating the Complexities

Integration Planning & Execution

17th October

7 ways HR can be instrumental in a successful merger and acquisition process

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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.

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