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A private equity-backed professional services firm lacked a formal, repeatable M&A integration process for pending and future mergers and acquisitions. The firm engaged us to evaluate existing M&A processes, provide best practices, and oversee and manage the integration of a pending acquisition.
We helped the client develop and facilitate a comprehensive framework for executing future integrations. This framework specifies nearly twelve essential tasks, encompassing due diligence, strategic execution, communication and operations for Day 1 and beyond.
The M&A integration framework we developed was used to guide the client’s current and future integrations. It provided a best-practices foundation for a repeatable process for future M&A activity.
As a leading provider of tax advisory support, Steele’s expertise complements our accounting & finance operations practice and extends our support to the office of the CFO. Learn more here.
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