What We Do
Integration Leadership
Diligence & Synergy Planning
Diligence & Synergy Planning
We lead Integration Management Office (IMO) initiatives from Day 1 through post-close, aligning teams across functions, building governance frameworks, and executing against integration checklists and value capture priorities.
- IMO/PMO setup and leadership
- Cross-functional integration planning
- Day 1 readiness and post-close execution
- Playbooks, trackers, and accountability models
Diligence & Synergy Planning
Diligence & Synergy Planning
Diligence & Synergy Planning
We support sponsors and portco leadership in managing the diligence process and defining operational and financial value drivers early—before the deal closes.
- Coordination of internal and third-party diligence
- Operational risk identification
- Synergy modeling and Day 1 planning
- Sponsor and executive-level reporting
Value Creation Tracking
Sponsor Communication Enablement
Sponsor Communication Enablement
We design and implement reporting systems that track synergy realization and operational KPIs, ensuring alignment with the investment thesis and accountability to value creation targets.
- Post-close KPI dashboards
- Variance analysis
- Board and sponsor reporting
- Integration success metrics
Sponsor Communication Enablement
Sponsor Communication Enablement
Sponsor Communication Enablement
We bridge the communication gap between deal teams and operators, ensuring expectations are clear, plans are actionable, and reporting is investor-ready.
- Investor updates and sponsor reporting
- Management alignment tools
- Repeatable frameworks for future add-ons