Organization Integration Following M&A

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CLIENT: Cloud System Implementation and Integration Solutions Providers


Six months following a significant PE investment, the client company acquired two other companies based on the belief that the three companies could create a one-stop-shop for multiple cloud solution integration services.  The combined companies needed to build an organization design to drive greater cross-service line collaboration, consistency and customer experience. The speed of acquisitions left six co-founders unclear around their go-forward roles in the organization, as well as what roles were required to supplement their leadership and unique contributions.


  • Conducted 1:1 interviews with top three levels of the organization as well as all board members
  • Performed online organization diagnostic for all employees to determine strengths, similarities, and challenges
  • Facilitated workshops with co-founders to map out which capabilities should be shared across three business lines.
  • Recommended new management team and roles
  • Provided talent, culture and process integration recommendations
  • Supported implementation and change management


  • Aligned go-to-market strategies and service delivery approaches
  • Increased clarity around co-founders roles and contributions
  • Identified process synergies across three business lines and leveraged strengths of each business
  • Established new platform organization for future M&A