Practice Areas · Advisory & Growth · Business Restructuring · Restructuring · Integration

Post-Merger Integration

Making the deal work after close — integrating finance, systems, and operations.

Overview

What post-merger integration covers

Most deals that disappoint do so not in the negotiation but in the integration. Bringing two businesses together — their finance functions, systems, controls, policies, and people — is where the promised value is won or lost.

The firm plans and supports the integration of the financial and operational sides, and tracks the synergies the deal was meant to deliver.

Scope

What's included

Post-merger integration covers, including:

  • An integration plan and priorities
  • Aligning the finance function, books, and reporting
  • Harmonising systems, policies, and controls
  • Consolidating compliance and statutory matters
  • Tracking the synergies and the value delivered
Process

How we work

  1. 01

    Plan

    Build the integration plan and the priorities.

  2. 02

    Align finance

    Bring together the books, reporting, and controls.

  3. 03

    Harmonise

    Align systems, policies, and compliance.

  4. 04

    Track

    Measure the synergies and the value realised.

Why PBT

Why work with PBT

PBT helps the deal deliver, by getting the integration right.

  • A clear integration plan
  • Finance and reporting brought together cleanly
  • Systems, controls, and compliance harmonised
  • Synergies tracked, not just assumed
  • Scope, deliverables, and fees agreed in writing up front
FAQs

Frequently asked questions

  • Why do mergers fail to deliver?

    Most often because integration is underestimated — finance, systems, and operations aren't brought together well, and the synergies don't materialise. Good integration planning prevents that.

  • What part of integration do you focus on?

    The financial and operational side — books, reporting, controls, systems, and compliance — and tracking the synergies.

  • How long does it take?

    Integration typically runs over several months after close; we plan it to your deal.

Integrate after the deal

Tell us about the merger, and we'll help integrate the finance and operations.

Send an enquiry

This page describes the nature of the firm's services and is not a solicitation or legal advice. Thresholds, timelines, and applicable registrations depend on your specific facts; engagement terms and fees are agreed in writing per assignment.

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