MERGERS AGENT
A board-ready 100-day integration plan in 2–4 weeks — not a 3–6 month consulting engagement.
100-Day Integration Plan
Comprehensive integration planning for acquisitions. Build a structured 100-day plan with workstreams, milestones, and synergy tracking.
- 2–4 weeks
- Assessment workshop + plan build (compressible to 1–2 weeks for urgent closes)
- from deal assessment to complete plan
- 2–4 weeksfrom deal assessment to complete planvs. 3–6 months for traditional PMI consulting
- workstream checklists included
- 5workstream checklists includedFinance, IT, HR, Sales, and Operations
- of mergers fail to deliver expected value
- 70–90%of mergers fail to deliver expected valuethe integration risk this plan is built to counter
How it works — and what you walk away with
Industry research suggests 70-90% of mergers fail to deliver expected value—and integration is almost always the reason. Traditional PMI consulting engagements can take 3-6 months just to plan. By then, momentum is lost, talent has left, and synergies have evaporated.
Our 100-Day Integration Plan service compresses planning to 2-4 weeks while maintaining the rigor you need. We start by understanding your specific deal: the strategic rationale, the synergy thesis, the integration complexity, and the key risks. Then we build a customized plan—not a generic playbook, but a roadmap designed for your situation.
Every plan includes workstream checklists, Day 1 readiness requirements, synergy tracking mechanisms, and governance structures. You get execution tools, not just strategy documents.
The process
Deal Assessment Workshop
Week 1Deep-dive session on your strategic rationale, synergy thesis, integration complexity, and key risks.
Workstream Design
Weeks 1–2Structured plans built for each integration workstream — Finance, IT, HR, Sales, and Operations — with critical path analysis.
Plan Build
Weeks 2–3Day 1 readiness checklist, synergy tracking framework, risk register, and governance structure assembled into your 100-day plan.
Handover
Week 4You receive execution tools — not just strategy documents — with milestones, owners, and dependencies ready to run.
What you get
100-Day Integration Plan Document
Comprehensive plan with milestones, owners, and dependencies across all workstreams
Workstream Checklists
Detailed checklists for Finance, IT, HR, Sales, and Operations integration
Synergy Tracking Dashboard
Framework for tracking cost and revenue synergies against baseline
Day 1 Readiness Checklist
Everything that must be in place when the deal closes
Integration Governance Structure
Steering committee charter, meeting cadences, and escalation paths
What's included
Deal Assessment Workshop
Deep-dive session to understand your deal, synergy thesis, and integration complexity
Workstream Design
Structured plans for each integration workstream: Finance, IT, HR, Sales, Operations
Day 1 Readiness Checklist
Comprehensive checklist ensuring employees, customers, and systems are ready on Day 1
Synergy Tracking Framework
Dashboard and process for tracking synergy realization against deal model
Critical Path Analysis
Identification of dependencies and sequencing to avoid integration bottlenecks
Risk Register
Structured risk identification with mitigation plans and early warning indicators
Who this is for
Corporate Development VPs
Leaders responsible for integration after closing $50M-500M acquisitions
PE Operating Partners
Investors supporting portfolio company add-on acquisitions
First-Time Acquirers
Organizations that have closed their first significant acquisition
Proof and credibility
- Built for $20M–500M acquisitions· Sized for deals too complex for a template but too small for a dedicated integration army
Fixed-scope project
Scoped to your situation
- Duration
- 2–4 weeks
- Format
- Assessment workshop + plan build (compressible to 1–2 weeks for urgent closes)
Frequently asked questions
Related topics
Related services
Integration Playbook Development
Build standardized integration playbooks for PE portfolios and serial acquirers. Capture best practices, create reusable templates, and institutionalize integration excellence.
Integration Coaching
Hands-on coaching for executives leading integration for the first time. Weekly check-ins, issue resolution, and expert guidance when you need it.
A board-ready 100-day integration plan in 2–4 weeks — not a 3–6 month consulting engagement.
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