M&A – Integration Planning and Execution

Integration Planning and Execution for Middle-Market Companies

IPC supports middle-market PE portcos with merger integration services. Whether the acquisition strategy is a buy and build or a substantial merger (e.g., “merger of equals”), IPC’s experienced M&A Ops team is ready to help.

We target merger integration value creation through an initial phase of preserving the ongoing existing operations to ensure the management team concentrates on what they do best, delivering on the strategic objectives of the business and running day-to-day operations.

Benefits of Integration Planning and Execution

Achieve ~5 – 20% of Revenue/Growth Synergies

Reduce Disruptions

Minimize customer and/or operations disruption so management can focus on business operations and reduce distraction.

Faster Integration

Integrate quicker so there are fewer longtail integration issues to manage as more tuck-ins are integrated.

Achieve ~15 to 30% of Cost/Efficiency Synergies

Access to Best-in-Class Tools

Gain access to IMO tools, frameworks, and processes to protect what you are buying.

Integration Planning and Execution

How IPC Works with Your Teams

Investment Thesis Focused

Starting from the investment thesis, we concentrate on defining and delivering against the key value drivers for the deal, such as op-model development, planning, and execution, to achieve the agreement’s objectives, including synergies.

Develop Future-State Operating Models

Our Integration Management Office (IMO) will run with the project management of the integration, with functional teams developing integration work plans and executing integration activities. We help your organization establish future-state operating models to outline the combined company organization, processes, and systems to align to a scalable and efficient go-forward state.

Impact Point’s Integration Value Creators

EBITDA Protection

No disruption to business operations or customers after deal closes.

Revenue/Growth Synergies

We typically acheive 5-20% of revenue.

Cost/Efficiency Synergies

We typically achieve 15-30% of target operating expenses.

Develop future-state operating models for functional areas, defining the people, processes, and systems in the post-close environment and the medium-/long-term future state. We align with the company’s long-term strategy to ensure scalability and efficiency of the future-state operating model.

Leadership of the IMO includes the framework implementation and cadence. Lead plan creation for integrations and carve-outs, synergy plan development, and execution tracking. Steer the development of day one plans, focusing on key activities such as communication. Pilot the development of day 100 and long-term post-close plans.

Following the development of the integration plan, Impact Point Co. supports impact delivery, consisting of IMO leadership and tactical hands-on execution. We implement a post-merger synergy-tracking tool and support the execution of the synergies.