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POST-MERGER INTEGRATION DILIGENCE

The 100 days after close, handled with a plan

Deal diligence stops at signing. Integration diligence starts there. We carry the findings from your due diligence phase into a structured Day 1–100 handoff, so nothing discovered pre-close gets lost after it.

Independent advisory · Lower middle market M&A · No brokerage, no financing arm

Advisors reviewing integration handoff documents after a merger close
RM
Rachel M.
Integration Lead, mid-market PE
VERIFIED
"The handoff binder made our first 30 days almost boring — in a good way."
120+
Integrations Advised
60
Day Avg. Handoff Window
4.8
Client Rating
$1.4B
Deal Value Integrated
WHO IT'S FOR

Built for the moment diligence teams hand off to operators

Deal teams find the risks. Operators inherit them. We sit in between, translating diligence findings into an integration plan the new leadership team can actually execute.

Acquiring Companies

You closed the deal. Now finance, IT, and HR need a single source of truth on what diligence uncovered — before it becomes a Day 1 surprise.

Findings HandoffDay 1 Readiness

Private Equity Sponsors

Portfolio operating teams need diligence context translated into an execution plan, not a 200-page report they have to re-read under time pressure.

Value Creation Plan100-Day Roadmap

Deal Advisory Firms

Extend your engagement past close without staffing a full integration team — we pick up where your diligence workstream ends.

Workstream ContinuityHandoff Binder
WHAT WE DO

From signed deal to stable operations

Every engagement starts with the diligence file you already have — we don't re-do the deal diligence, we operationalize it.

Findings Translation

We convert diligence red flags and open items into an assigned, dated action list operations can run against from day one.

100-Day Sequencing

Systems, contracts, and personnel risks get sequenced by urgency, not by which advisor found them first.

Risk Continuity Tracking

Open diligence items don't disappear at close — we track them through resolution with the operating team.

HOW IT WORKS

A structured handoff, not a handover email

Four steps between signature and a functioning integration plan.

1

We review the diligence file

QoE reports, legal findings, IT and HR assessments — whatever your deal team produced pre-close.

2

We build the handoff binder

Findings get organized by function and owner, with open items flagged and prioritized.

3

We sequence the first 100 days

A week-by-week plan the operating team can follow without re-reading the full diligence file.

4

We track resolution

Open items stay visible until closed — no risk quietly falls off the list after week two.

CLIENT OUTCOMES

What sponsors and operators say

120+ integrations advised· 4.8 / 5 client rating
★★★★★

"We had a 40-page diligence report and no idea what to do with it on Monday morning. HANDOFF PARTNERS turned it into a plan our ops team could actually run."

DK
David K.
CFO, industrial acquirer
★★★★★

"Our deal advisor's job ended at signing. This is the piece that was always missing between close and stable operations."

SL
Sara L.
Operating Partner, PE sponsor
★★★★★

"Nothing from diligence got lost in the handoff. That alone was worth the engagement."

TN
Tom N.
VP Finance, portfolio company
FAQ

Common questions

Do you redo the due diligence work?
No. We work from the diligence file your deal team already produced and translate it into an execution plan for operations. We don't duplicate QoE, legal, or IT diligence work.
How soon after close can you start?
Most engagements begin in the two weeks before close, using the near-final diligence file, so the handoff binder is ready on Day 1.
Do you work with PE-backed platforms doing add-on deals?
Yes — add-on integrations are a large share of our engagements, particularly where the platform team is repeating this process across multiple deals per year.
What size deals do you typically support?
Lower middle market transactions, generally $5M–$150M in enterprise value.
FROM THE HANDOFF BINDER

Notes on integration and handoff practice

Short, practical writing on the space between deal close and stable operations.

Integration

What Diligence Reports Never Tell Operators

Most diligence findings are written for deal committees, not the people who inherit the business.

100-Day Plan

Sequencing the First 100 Days After Close

A framework for ranking urgency against operating team bandwidth.

Risk Tracking

Why Open Diligence Items Disappear After Close

A simple tracking structure that keeps findings visible through resolution.

PE Sponsors

What Operating Partners Should Ask Before Close

Questions that surface handoff gaps while there is still time to plan for them.

ONGOING PRACTICE

New handoff notes published regularly

We write short, practical notes on integration handoff as our engagements surface new patterns — not a marketing newsletter, just field notes from the work itself.