Consultation
Pre-Deal Integration Diligence
A focused review before close that tests whether the integration thesis can survive contact with payroll, branches, and customers.
Purpose
Buyers often close with a clean legal checklist and a thin operating plan. This engagement stress-tests the integration thesis while there is still time to adjust price, conditions, or post-close resourcing.
Included
- Review of the synergy model against branch or site realities
- People risk scan: retention of key managers, award and roster differences, leadership gaps
- Customer and supplier continuity risks in the first ninety days
- A board-ready brief with red / amber / green findings and recommended day-one owners
Not included
Negotiation of deal terms, due diligence on financial statements, or regulatory filings.
Next step
Share the non-confidential outline of the target and close timeline via Contact.