Synergy Analysis and Integration Planning

The value of a deal isn’t in closing — it’s in capturing the upside after.

We help buyers unlock real post-transaction value through focused synergy analysis and integration planning. From operational efficiencies to cost takeouts and revenue lift, we identify where the value is — and how to realize it.

Our services include:

• Pre-close synergy modeling and validation
• Functional and financial integration planning
• Post-merger operating model design
• Timeline, resource, and risk management
• Integration tracking dashboards and KPI setup

We bridge strategy and execution — ensuring that what looks good in the model actually shows up in the results.

If you’re looking to make the most of your acquisition, we’ll help turn synergy into reality.

Case Study

Industry / Context: Private equity–backed national security and staffing services company with 100+ sites

Challenge
Following a recent acquisition, a national services company needed to integrate the new business, realize synergies, and align operations with the parent platform. The existing business operated independently, with its own systems, reporting cadence, and regional teams. The private equity sponsor expected synergistic value, but there was limited visibility into cost overlap, process gaps, or operational levers that would deliver it.

Without a clear synergy plan, value risk increased. Leadership needed the tools, analysis, and roadmap to execute fast and effectively.

What We Did
We stepped in to provide strategic synergy analysis and integration planning, creating a clear blueprint for execution:

• Conducted deep-dive analysis of operational cost structure, overlap across locations, and contract redundancies
• Evaluated staffing, regional management, and back-office support functions to identify savings opportunities and role rationalization
• Mapped systems, processes, and reporting frameworks to identify integration efficiencies and risks
• Built a detailed integration roadmap with milestones, owners, KPI targets, and financial impact timelines
• Created synergy models projecting savings and margin improvement, paired with operational metrics to track progress
• Embedded with executive leadership and post-acquisition teams to oversee the transition and ensure follow-through

Result
The company moved from an acquisition-track mindset to an integration-execution mode. Financial and operational transparency improved, synergy targets were clearly defined, and execution started with full alignment between the platform, acquired entity, and investors. The business captured value quicker, cost bases were rationalized, roles aligned, and the integration timeline shortened. Investors and management had a shared roadmap, and the deal moved from risk exposure to value realization.