Most M&A integration plans cover the financials. What causes integrations to fail — after the papers are signed — is almost always the people: key talent walking out the door, culture clash that no one planned for, and HR compliance gaps that surface six months post-close. Technology integration compounds it: two stacks running in parallel, no one accountable for the architecture decisions, technical debt inherited without a plan. We cover both dimensions together, which is where most integration teams don't have coverage.
What we deliver
Pre-Close
HR & Tech Due Diligence
- Compensation benchmarking and benefits gap analysis
- Open ER matters, EEOC exposure, compliance gaps
- Key talent retention risk identification
- Technology architecture assessment
- Technical debt quantification
- Integration complexity scoring
Day 1–30
Integration Roadmap
- 30/60/90-day integration plan — people and tech workstreams
- Organizational design for combined entity
- Retention strategy and stay bonus structure
- Culture assessment and integration framework
- Tech stack rationalization decision framework
- Communication planning and change management
Post-Close
Ongoing Integration Support
- Integration milestone tracking and course correction
- ER and culture issue management as they surface
- Technology workstream oversight and governance
- Leadership alignment and executive coaching
- HR compliance monitoring and policy harmonization
- Board-level integration reporting
Why both dimensions matter
HR & People (What most teams miss)
- Key talent departures in the first 90 days post-close
- Culture clash that wasn't visible in due diligence
- EEOC or ER liabilities inherited from the target
- Compensation inequity between the two organizations
- Leadership team misalignment on the combined mission
Technology (What most HR teams can't cover)
- Two tech stacks running in parallel — indefinitely
- Technical debt that slows down the combined roadmap
- Security and compliance gaps in inherited architecture
- Engineering team culture mismatch and retention risk
- No one accountable for the combined technology direction
Engagement pricing
Due Diligence Engagement
$15,000 – $25,000
Pre-close HR and technology assessment. Delivered as a written report with findings, risk flags, and recommendations. Ideal for acquirers who need an independent assessment before close.
Full Integration Advisory
$25,000 – $40,000
Complete engagement: pre-close diligence, integration roadmap, and post-close advisory support through the first 90 days. Includes both HR and technology workstreams.
Your advisory team
HR & People Integration Lead
Senior HR executive with direct M&A experience from both sides of the table. Proven track record in EEOC and ER management, organizational design, compensation harmonization, culture integration, and reduction-in-force execution. Trusted C-suite advisor in complex, high-pressure situations.
Technology Assessment Lead
Wharton Certified CTO with 25+ years of Fortune 500 technology leadership. Experienced in evaluating inherited architecture, quantifying technical debt, designing technology integration roadmaps, and providing post-close engineering governance for combined entities.