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    MERGERS AGENT

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    Expert guidance every week of your first 100 days — without hiring a full consulting team.

    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.

    • 3–6 months
    • Weekly 1-hour sessions + ad-hoc support between sessions
    Ask Mergers Agent about this
    1-hour structured check-ins
    Weekly1-hour structured check-insup to 2–3x per week during critical periods
    typical engagement length
    3–6 monthstypical engagement lengthcovering the critical 100-day period plus ramp-up and wind-down
    real-world integration scenarios behind the frameworks
    50+real-world integration scenarios behind the frameworks

    How it works — and what you walk away with

    Most executives lead 1-3 integrations in their career. Without integration experience, they don't know what they don't know—until problems emerge. Integration coaching provides expert guidance throughout the process.

    Our Integration Coaching service pairs you with an AI integration advisor built on frameworks from 50+ real-world integration scenarios. We meet weekly (or more frequently during critical periods) to review progress, troubleshoot issues, and provide guidance based on patterns from similar situations.

    This isn't consulting that produces reports; it's coaching that helps you execute. We're in your corner throughout the integration, available when challenges arise, helping you anticipate problems before they become crises.

    The process

    1. Kickoff and Baseline

      Week 1

      Review your deal, integration plan, and current status to set priorities and an early-warning risk view.

    2. Weekly Check-Ins

      Ongoing

      Structured 1-hour reviews of progress, issues, and priorities, with ad-hoc support available between sessions.

    3. Critical-Period Surge

      As needed

      Cadence increases to 2–3 sessions per week around Day 1, major announcements, and system go-lives.

    4. Wind-Down

      Months 3–6

      Transition to a lighter cadence once the 100-day period closes, with the option of ongoing support.

    What you get

    Weekly Progress Reports

    Structured documentation of integration status, issues, and decisions

    Issue Log and Resolution Tracker

    Running log of integration challenges and their resolution

    Stakeholder Communication Templates

    Templates for board updates, employee announcements, customer communications

    Leadership Alignment Recommendations

    Guidance on organization design, role assignments, and retention decisions

    What's included

    Weekly Integration Check-Ins

    Structured reviews of progress, issues, and priorities

    Issue Resolution Support

    Expert guidance when integration challenges arise

    Stakeholder Communication Guidance

    Help crafting communications to boards, employees, customers

    Risk Mitigation Coaching

    Early warning identification and proactive risk management

    Leadership Alignment Facilitation

    Support for difficult conversations and alignment decisions

    Who this is for

    First-Time Acquirers

    CFOs, COOs, or CEOs leading integration with limited prior experience

    Small Deal Integrations

    $10-50M acquisitions where full PMI consulting isn't justified

    External Perspective Seekers

    Experienced teams who want an outside voice during critical decisions

    Proof and credibility

    • Frameworks from 50+ real-world integration scenarios· Pattern-matching from similar situations, not generic consulting theory

    Ongoing coaching

    Scoped to your situation

    Duration
    3–6 months
    Format
    Weekly 1-hour sessions + ad-hoc support between sessions

    Frequently asked questions

    Related topics

    Integration Planning
    People & Culture
    Synergy Realization

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    Expert guidance every week of your first 100 days — without hiring a full consulting team.

    Tell us about your situation and we'll come back with a concrete next step within 24 hours.

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