A person is holding a puzzle piece with the words clients strategy compliance and tech written on it
A person is holding a puzzle piece with the words clients strategy compliance and tech written on it

MERGERS & ACQUISITIONS:  Support to integrate from the start to ensure the success of your new business.


For effective integration of technology, the client base, business development, people ... from the outset.

Mergers and acquistions falter too often because the team can leave too much of the operational detail too late, so the merged business carries on as two entities for too long. 


For starters, we can enable your people now to get the information that will help all run smoothly, ready for the next potential merger or acquisition opportunity. 


When it arrives, we help both sides get a clear picture of what the new, merged business should look like in detail - setting out a plan of how to get there, managing that plan pro-actively with you as the discussions progress.  Also, we help you to use that valuable information to bring and keep your people and clients on board, in tune with your vision.  Pro-active, persistent project management is essential.

There's so much to get lined up, but never enough time ... and every merger is different.  The teams leading the merger can easily breathe a sigh of relief too soon, exhilerated by getting the deal done, but often exhausted by the journey.


Our team of specialist consultants and partners can help you to prepare in advance, then plan how best to achieve effective integration from the outset, enabling you to implement a clear path and plan to make the most of your combined resources, dealing with:


  • Changes to the management team
  • Technology and Data
  • Client Relationships
  • Business Development Plans
  • Working practices
  • Compliance
  • Internal and external communications

All conversations are in confidence but we are also happy to sign an NDA so you can be assured of that confidentiality.

YOUR NEXT STEP:  Schedule a free 1-hour video or telephone call here with Allan Carton.  Call 07779 653105 or email here.