Mergers and Acquisitions Consulting
Mergers Happen. People Make Merger Integration Work.
Mergers and acquisitions are more than a financial strategy—they are deeply human experiences. The difference between potential and realized value lies in how well you support your people through the change. Design a clear, connected, and culturally aligned transition to empower your people to support successful integration.
Let's TalkMinimize Disruption with Intentional Merger Integration Strategies
Mergers and acquisitions can be a powerful growth lever, but they can also be one of the most disruptive events employees and leaders face. While financial modeling and operational synergies often drive deal decisions, success hinges on how well people, teams, and cultures integrate. Our merger integration consulting approach helps leaders bridge differences in culture, systems, and ways of working to build trust, accelerate adoption, and create a shared identity. By focusing on both the business and the human sides of the deal, we help organizations minimize disruption and realize the true potential of their merger or acquisition.
Define
Establish the vision and purpose of the deal. We help leaders articulate the strategic rationale, define success measures, and shape a unifying cultural vision that inspires both legacy organizations.
Align
Assess organizational readiness and identify integration priorities. This includes mapping structures, processes, and talent across both organizations, evaluating cultural dynamics, and designing the optimal future-state organization.
Engage Your People
Activate employees and leaders to embrace the new reality. We create communication strategies, onboarding experiences, and leader enablement programs that build transparency, trust, and shared ownership of the new organization.
Implement
Drive and sustain integration through coordinated execution. We provide program management, change enablement, team development, and measurement to ensure processes, systems, and behaviors are embedded in the new environment for long-term success.
Define
Establish the vision and purpose of the deal. We help leaders articulate the strategic rationale, define success measures, and shape a unifying cultural vision that inspires both legacy organizations.
Align
Assess organizational readiness and identify integration priorities. This includes mapping structures, processes, and talent across both organizations, evaluating cultural dynamics, and designing the optimal future-state organization.
Engage Your People
Activate employees and leaders to embrace the new reality. We create communication strategies, onboarding experiences, and leader enablement programs that build transparency, trust, and shared ownership of the new organization.
Implement
Drive and sustain integration through coordinated execution. We provide program management, change enablement, team development, and measurement to ensure processes, systems, and behaviors are embedded in the new environment for long-term success.
Mergers & Acquisitions by Design
Intentional. Measurable. Human. We design solutions that fit your reality—so mergers & acquisitions turns strategy into everyday behavior and business results while fostering sustainable transformation. We assemble the right mix of expertise for your unique context so momentum sticks and impact is measurable. Explore the expertise we can combine to make it stick.
Let's TalkData and Measurement
Digital Collaboration and Ways of Working
Organization Assessment
Organization Design
Systems Adoption
Team Development
Events & Gathering
Program Management
CRM
Healthy Cultures
Workforce Mental Health/ Start the Conversation
ERP Go-Live at Scale: Zero Customer Disruption
After a landmark acquisition doubled the size and complexity of operations, this Fortune 500 enterprise needed to streamline processes, data, and people on a common ERP—without disrupting customers. We built the business-readiness engine that made day-one execution possible and created confidence across the workforce.
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Katie Frey – President and Chief Operating Officer 
Greg Harmeyer – Co-Founder 
Elise Greene Margol – Principal 