M&A
Diligence that finds the real risks. Integration that captures the actual synergies.
Operational due diligence and post-merger integration for PE sponsors and strategic acquirers. Operators on the ground, not deck architects.
The model says the deal works. The integration plan says it won't.
The diligence was clean on paper. Six months post-close, the systems haven't been merged, the teams are still operating parallel P&Ls, and the synergies in the investment thesis are slipping. The LOI assumed an integration team that doesn't exist yet — and the founders are starting to look for exits.
What changes.
Diligence that surfaces operational risk, not just financial risk.
The systems, processes, and people problems you'd otherwise discover at month six — flagged before you close.
Integration plans with real owners and real dates.
Day-one readiness, first-100-day execution, year-one value capture. Each milestone tied to a specific operator and a specific system change.
Synergies that show up in the P&L.
Not a spreadsheet of assumed savings. Measured, tracked, and defended to the investment committee with numbers you can audit.
How we work.
01 · Diligence
Operational due diligence alongside your financial and legal teams. We cover systems, people, process, and the quiet risks deck reviews miss.
02 · Plan
Day-one readiness + first-100-day operating plan. Named owners, named systems, named decisions.
03 · Integrate
We run the integration with your team — not as observers. Synergy capture measured against the original thesis, corrected when reality differs.
Proof
Lower-middle-market PE roll-up, four acquisitions.
Standardized diligence and integration model across the platform. Synergy realization tracked within 4% of thesis across all four deals.
Strategic acquirer, $80M carve-out.
Day-one readiness delivered on time. Separated and reintegrated core systems in 120 days. No customer-facing disruption.
Let's talk about the deal.
Thirty minutes. Pre-LOI, mid-diligence, or post-close — we'll tell you what we'd do next and whether we're the right team.