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Merger Integration Planning & Execution

Merger Integration Planning & Execution

Growth, scaling, and synergies: these are the idealistic promises of an acquisition. But closing the deal is just the beginning. Capturing the full value of an acquisition demands the hard work of post-merger integration: a challenging feat as you balance the day-to-day needs of your core business.

We’re here to help. Our experts have a proven track record of navigating the operational and financial nuances of pre- and post-close integration planning and execution. We have lean teams with critical “in-seat” experience. And we have the private equity expertise to realize transaction value with an eye toward the future—no matter where you are in the investment lifecycle.
PAIN POINT

Failure to accurately estimate synergy potential and uncover hidden complexities due to gaps in due diligence—leading to financial and operational challenges post-acquisition.

What Accordion brings:
Develop an integration hypothesis.
Drive better operational diligence by focusing on what is most important for the end state.
Align synergies with goals.
Estimate synergies that balance critical dimensions of operational performance and are realistic to achieve stakeholder alignment.
Evaluate talent & IT infrastructure.
Assess systems to inform end-state operating model decisions and integration planning.
PAIN POINT

Disconnected integration timelines, communication, culture between company, their add-on business, and other stakeholders.

What Accordion brings:
Establish integration leadership & governance.
Design and lead the Integration Management Office, establishing governance structure with defined roles and responsibilities and mobilizing the integration teams.
Shape interim & future operating models.
Develop interim and future state target operating model and supporting organizational structure to capture value, realize synergies, retain key talent, and drive top-line growth.
Prioritize for Day 1 and beyond.
Identify key priorities and “must-haves” for Day 1 to Day 100+ to preserve current value of the business and smoothly transition to the future state.
Craft a stakeholder communication plan.
Prepare a communication & stakeholder engagement plan to continuously update both internal and external stakeholders.
PAIN POINT

Difficulty integrating systems, data, and operational processes—disrupting business continuity, impacting performance and financial reporting, and delaying synergy realization.

What Accordion brings:
Integrate systems for consistent reporting.
Develop a plan to rapidly integrate operational systems and finance & accounting function processes to ensure consistent reporting is available for key stakeholders.
Centralize data for enhanced visibility.
Organize/consolidate data and create a single source of truth for increased performance visibility.
Track synergies for accountability.
Establish synergy tracking to measure progress and drive accountability for business/ functional owners.
We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.
See more.
We consistently create value for the world’s most sophisticated private equity firms and their portfolio companies.
See more.

Meet a few
of our experts.

Matt Marcus
Matt Marcus
Managing Director

Matt is a Managing Director with more than two decades of experience in diversified consulting and alternative investments. His specific expertise includes the management, development, and execution of transaction execution initiatives.

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George Theocharopoulos
George Theocharopoulos
Managing Director

George is a Managing Director with more than 20 years of M&A and operational performance improvement experience in industry and consulting. Throughout his career, he has led complex M&A transactions and operational restructuring and turnaround efforts across a variety of industries, both as an advisor as well as an executive.

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Gaurang Gupta
Gaurang Gupta
Managing Director

Gaurang is a Managing Director with nearly a decade of experience advising clients in driving value through deal execution for complex M&A and divestitures providing both buy and sell-side support. His specialties include integration & separation program management & governance, Day 1/ 100 planning & execution, post-merger integration, TSA management, financial close, consolidation and reporting, standalone costing and...

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Joseph Luke
Joseph Luke
Executive Director

Joseph is an Executive Director in Accordion’s Transaction Execution Practice with nearly two decades of experience executing buy-side and sell-side M&A transactions – both as an advisor and a corporate executive.

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Alex Milani
Alex Milani
Managing Director

Alex is a Managing Director with nearly two decades of experience in advisory and private equity, focused on M&A execution and value creation. He has deep expertise in merger integration and carve-outs, partnering with private equity sponsors to drive operational readiness and integrate finance functions across reporting, systems, processes, and teams. Alex also brings prior finance leadership experience across multiple industries,...

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