How can I help you?
Integration & Transformation
Post-deal integration and transformation execution — synergy tracking, operating model changes, governance cadence, and CFO reporting that makes value real.
PMI / carve-outs Synergy tracking Governance cadence

Case Studies

Examples of synergy realization, reporting, and transformation governance.

  • Synergy baseline + KPI model and weekly cadence
  • Integration plan + risk register + exec dashboard
  • Carve-out readiness and separation checklist

What I can do for you

Execution support with CFO-grade reporting and decision points.

  • Integration governance + steering committee pack
  • Synergy model with owners, timing, confidence levels
  • Board narrative: progress, risks, mitigation, next decisions

Leveraging AI

Use AI to reduce admin burden and improve visibility without weakening controls.

  • Automated action tracking + summary generation
  • Risk register drafting (human-reviewed)
  • Integration analytics: “what changed and why”

Engagement Options

Support at the speed of execution.

  • Integration diagnostic (1–2 weeks)
  • PMI build + cadence (4–10 weeks)
  • Ongoing advisory / interim integration finance

Need to make synergy real?

Share the deal thesis and what’s slipping. I’ll respond with a governance cadence and reporting that forces clarity.