Business case
Integration
Mortgage merger integration in five months
A $1B direct-to-consumer mortgage merger required a connected plan across personnel, commercial workflows, financial operations, applications and data.
Programs
M&A Planning & Post-Merger Integration
From pre-deal assessment to realized synergies.
A cross-sector offer for banks, lenders, servicers, and subservicers: pre-deal technology and operational assessment, integration planning, Day One and 100-day readiness, post-close execution, synergy governance, transition arrangements, and stabilization.
The questions we hear
- What are we actually buying — technically and operationally?
- What must be true on Day One, and what can wait?
- How do we track synergies so they survive integration?
The challenges underneath
Diligence that misses the operating reality
Technical diligence often stops at architecture diagrams. The real risks — data quality, key-person dependencies, vendor contracts, integration complexity — surface after close, when they are expensive.
Integration drift
Without a disciplined integration management office, Day One readiness, and 100-day plans, integrations drift into parallel running — two of everything, indefinitely.
What we do here
- Pre-deal technology and operating model assessment
- Integration strategy and synergy case development
- Day One and 100-day readiness planning
- Post-close integration execution
- Synergy governance and tracking
- Transition service arrangements
- Stabilization and handover to line ownership
Outcomes we work toward
- Deal cases grounded in operational reality
- A controlled Day One transition with identified customer, operational and regulatory dependencies
- Synergies tracked to the P&L with variance explained
Selected evidence
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