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Case Study

Executing a Successful Post-Merger Integration

Team Size
1 Senior Director, 2 Vice Presidents
Project Duration
26 weeks

The Challenge

A Canadian Company, after a transformative acquisition of a publicly traded Houston based organization, needed merger integration management and execution expertise. At a pivotal point in the Company’s growth cycle, they elected to relocate their corporate headquarters from outside Toronto to Houston, and they turned to Accordion given our deep integration management, financial and accounting, and strategic finance experience. Accordion took over leadership of the Integration Management Office (“IMO”) and the Finance & Accounting workstream from incumbent consultants. The acquired company, being a public company, had more developed financial systems, processes, and reporting in place than the acquirer, which resulted in the decision to transform the combined companies’ end-state to the acquired business’ legacy environment.


Merger Integration Planning & Execution

Cost Optimization

Budgeting & Forecasting Process Improvement

The Execution

IMO + F&A Leadership:

  • Led the executive team and functional leads across the company to create and execute detailed integration plans and report on the key activities necessary for a timely and cost-efficient integration. Accordion proactively managed the integration, identified risks and issues, developed and implemented processes, drove issue resolution, and created a successful integration environment encompassing cross-functional plans centered around Commercial, Finance and Accounting, Operations, HR, and IT.


  • Developed end-state planning to allow for acquirer to integrate into existing public company’s ERP platform.
  • Created specialty finance reporting for synergies / dis-synergies, non-recurring costs, capital expenditures, and consolidated cash flow reporting models.


  • Drove cross-functional interdependency identification to ensure all stakeholders impacted by the ERP cutover would maintain business continuity and experience no disruption.


  • Developed reporting model for consolidated raw material purchases, new products, 4-wall and logistics modifications, and monthly executive package. Additionally, this model was used for product costing conversion from standard to actual costs.

Sales Team:

  • Harmonized key policies, developed end-state org designs, and created commission plan models used in determining the appropriate timing for integration and manage risks associated with lost sales and retention of key individuals.

Human Resources:

  • Fully transitioned to a consolidated platform; e.g. payroll, benefits, org design.

The Results

Accordion was the critical on-the-ground resource and advisor for the Company throughout the merger integration process. Our team took responsibility for the integration management and execution and F&A, including process development, execution of work streams, and timeline management. Further, we optimized client day-to-day involvement and key stakeholders were kept apprised of progress through weekly cross functional workshops and Executive Steering Committee meetings. With Accordion’s assistance, the Company successfully integrated and harmonized targeted functions and key processes / policies with no business disruption from the integration.