Services
Merger Integration
Successful mergers find the right balance of speed and precision. You face complex decisions and competing priorities, but delays erode value. The good news: The transition can be done both right and fast to create lasting value.
How We Help
Target Operating Model and Synergy Target Development
We collaborate with you to identify synergies across revenue, cost of goods sold (COGS), and SG&A. Simultaneously, we define a clear Target Operating Model that lays the foundation for integrated processes, unified structures, and sustained performance. This dual approach ensures measurable outcomes—like we did when uncovering $16M in EBITDA opportunities for a global B2B software company.
Integration Management Office (IMO)
Getting integration right starts with Day 1. Our Integration Management Office framework aligns stakeholders and operational priorities to hit the ground running. We prioritize immediate operational continuity, guiding you through pre-close preparations, TSA agreements, and early execution strategies. Using West Monroe's proven Intellio® Deliver toolkit, we establish clear governance, customized dashboards, and repeatable processes that reduce administrative burdens and keep execution on track.
Comprehensive Integration
Together, we make sure your merger succeeds by turning plans into action quickly. Acting as a neutral, independent partner, we work alongside leaders and teams with a focus on business outcomes—balancing the rigor of a merger with the people skills needed to deliver results. Our teams have executed hundreds of complex integrations which helps us streamline processes, foster collaboration across diverse stakeholders, and accelerate timelines to capture value sooner.
- Technology: We rapidly integrate systems and data to ensure operational continuity and drive decision-making. By delivering scalable solutions and addressing technical complexities head-on, we lay the groundwork for future growth while minimizing disruptions. Our deep expertise in technology and industry ensures we customize plans to your needs, focusing on the business logic of system consolidation and technology enablement.
- Operations: From Day 1 readiness to full operational integration, we streamline processes to achieve efficiency and clarity across functions. We bring together cross-functional teams, eliminate redundancies, and standardize workflows to unlock immediate and sustained value. Our role as a central orchestrator helps align priorities and ensures nothing gets lost in the shuffle.
- People/Org: Successful integration requires retaining talent, blending cultures, and aligning leadership. We guide organizations through the human aspects of mergers, implementing thoughtful retention plans, leadership alignment strategies, and new org structures. By prioritizing the people side of the merger, we help maintain morale and engagement while ensuring teams are united under a shared vision.
The Case for Merger Integration
- 70–75%
of acquisitions fail, according to a study of 40,0000 acquisitions over 40 years
- 83%
of failed mergers cite integration issues as the primary cause
- 790,000+
transactions have occurred globally since 2000
What We’ll Achieve
Accelerated Synergies
Realize value from cost savings and revenue growth sooner: Our teams achieve 40% faster TSA exits using our Intellio® platform.
Seamless Day 1 Operations
Maintain momentum with zero downtime.
Unified Target Operating Model
Establish a scalable framework that drives ongoing success.
Integrated Systems and Culture
Streamlined operations and aligned teams ready for the future.
Why West Monroe?
Leading M&A Expertise
With over 20 years of transaction experience, we bring unmatched expertise in M&A integration, pairing deep industry specialization with one of the most advanced tech-enabled approaches in the market. Our tailored strategies and practitioner insights ensure alignment and seamless execution, even in the most complex mergers.
Shared Impact and ROI
We prioritize your results as if they were our own. By aligning our efforts with your goals and focusing on high-ROI outcomes, we help you realize the full value of your merger. Our unique approach includes shared risk and reward models, proving our commitment to delivering measurable impact.
Flexible and Fast
We know that speed is value in M&A, but success requires precision. Using targeted frameworks and experience, we deliver results quickly and adapt to the unique needs of your business. This agility, combined with our expertise in the middle market, ensures accelerated synergies without sacrificing quality.