Integration Planning
Successful Integration Starts Long Before the Deal Closes
Pre-planning your integration ensures a seamless transition and sets the foundation for realizing deal synergies.
Our suite of Integration Planning Tools gives you the insights, frameworks, and strategies needed to prepare effectively. By addressing integration challenges early, you can align teams, mitigate risks, and confidently execute your integration plan from day one.

Due Diligence Suite
Our Due Diligence Suite includes a comprehensive framework, templates, and a detailed guide to streamline evaluations and provide actionable insights. These tools ensure thorough assessments and effective preparation for integration.

Strategic Integration Plan
Our Strategic Integration Planning (SIP) tool provides a structured approach to designing and executing integration strategies. The plan helps align teams, prioritize actions, and allocate resources effectively to achieve deal synergies.

Integration Capability Assessment Tool (iCAT)
iCAT assesses a platform company’s readiness and capability to integrate newly acquired entities. It results in a readiness score benchmarked against industry best practices, presented in an insightful dashboard and accompanied by recommendations for specific actions to enhance your integration success.

Change Management Suite
Our comprehensive change management tools are designed to guide you through every aspect of the transition process. This suite includes an assessment, guide, and workbook packed with valuable resources all designed to ensure that your change management efforts are strategic, measurable, and effective.
Contact us to learn more about how our expert integration planning tools can help your M&A success.