Synergy value realisation
Integration · A US gas compression company
A newly listed natural gas compression company, formed by a merger, needed quick wins for investors.
Read moreM&A execution - Integration strategy
Decide what the deal is for, and how far each part of the business should integrate to deliver it.
An integration strategy starts from the due diligence and the business case. It decides which parts of the target are fully integrated, which are left alone, and where the answer is the best of both.
Take Finance. Does it merge completely, ERP included, or is it enough to provide the data for a monthly close? The right answer weighs the systems, the people and the value it brings, not just the synergy line.
We take a human-centric approach: culture is part of the strategy from the start, not a workstream added once the plan is set.
What we cover - The work
Led by a senior practitioner from the first conversation to the last decision.
- Strategic direction. What the acquisition is for, drawn from the SPA, the due diligence and the executives, and written down as value drivers and objectives.
- Level of integration by function. For each function: fully integrate, keep separate, or take the best of both, with the reasons and the trade-offs.
- Synergy case. Each synergy tied to the value driver it comes from, so it can be tracked from the deal model to realised value.
- Culture in the strategy. An early read of how the two organisations work, so the integration level chosen is one the people can carry.
How we deliver it - Run on atlanticma.ai
Project type in atlanticma.ai: Integration. The strategy is the first stage of an Integration project in atlanticma.ai, and everything after it is planned against it.
In atlanticma.ai
The strategy is held in the same project the team will plan and run, so it stays the reference for every later decision.
- Strategic Direction. The value drivers and objectives table: what the deal must deliver, agreed with the executives before any workstream starts.
- Synergy tracking. Every synergy is tracked from the underwrite to realised value, against the value driver it came from.
- Documents read, not retyped. The SPA and due diligence summaries are read into the project, so the strategy cites its sources.
Agents and practitioners, together
Agent: Reads the SPA and due diligence summaries and drafts the value drivers and objectives.
Practitioner reviewsPractitioner: Tests them with the executives and decides what the deal is for.
Agent: Drafts a level of integration for each function, with the systems and people affected.
Practitioner reviewsPractitioner: Sets the level for each function and agrees it with both leadership teams.
Agent: Links each synergy to its value driver and sets up its tracking.
Practitioner reviewsPractitioner: Signs off the synergy case the programme will be held to.
Related case studies
Liquid storage terminal integration
Integration · A global tank storage company
In 2011 a global tank storage company acquired a liquid storage terminal in India.
Read moreMore M&A execution
Integration planning
M&A execution
A roadmap and a 100-day plan both leadership teams own, so the business keeps running while the integration moves.
Read morePost-deal execution
M&A execution
An integration, programme or transition office that keeps the priorities on track and gets decisions made.
Read moreCultural transformation
M&A execution
Understand how both organisations behave, and design the joint behaviours that get the most value from the deal.
Read moreTransition service agreements
M&A execution
Plan and run the TSAs that let a buyer stand up its organisation, and exit each one on time.
Read moreHave a deal in mind?
Tell us about the transaction and the timetable. A partner will come back to you, not a sales team.
Where to find us
Atlantic M&A Partners
- Boston, MA
- London, UK
- Rijswijk, Netherlands
- Bonn, Germany