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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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