Case Note: Post-Merger Integration Discipline
Accelerating synergy capture across a platform + 5 add-ons through structured tracking and governance.
Case Notescalendar_today Jan 27, 2025schedule 5 min read
Situation
A rollup strategy involving a platform and five add-on acquisitions was failing to realize projected synergies. tracking was sporadic, and SG&A duplication persisted across the entity.
Action
We established a rigid Integration Management Office (IMO) framework:
- Synergy Tracker: Deployed a line-item tracking tool to monitor cost take-out and revenue cross-sell vs. the deal model.
- Governance Model: Installed a steering committee with specific decision rights to resolve integration bottlenecks.
- Functional Accountability: Assigned specific synergy targets to functional owners, tied to performance reviews.
Outcome
The intervention accelerated synergy capture and rapidly eliminated SG&A duplication. The board gained clear visibility into the "net" value creation of the buy-and-build strategy.
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Vinay Prathy
Managing Partner
Sponsor-facing execution architecture across pricing, operating model, and finance control systems.
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