Discovery & integration strategy
We review the deal commitments and what each organization brings, then set the integration strategy: the target state, the sequence and the standards that should carry forward.
Every acquisition is unique. The disciplined work behind a good integration isn't.
Whether it's your first deal or your fifth, the same proven approach applies: set the integration strategy, then bring together people, processes, systems and data. We tailor each step to your deal, so integration stays consistent, timely and easier to repeat.
- The deal closed, but we’re still running two of everything: two ERPs, two CRMs, two sets of reports
- Both teams do the same work, but in different ways, and no one has decided which way becomes the standard
- Months after close, roles, decision rights and reporting lines are still unclear, and people don’t know who owns what.
- Our best people are split between running the business and running the integration, and both are suffering.
Fast response on live deals. Reply within one business day.Baltimore, MD · nationwide
No cost, no obligation
Let us show you how we think
Tell us where the deal stands. We will follow up to schedule a 30 minute call with a senior consultant.
One proven approach, tailored to every deal.
People integration
We bring teams together: roles, structure, ownership and decision rights, so the combined organization knows who does what and works as one.
Process alignment
We map how work gets done on each side and define one way of working with clear governance, so the processes hold up as volume grows or products change.
Systems integration
We review core systems across your organization, past acquisitions and the new target, then decide what to keep, connect or retire, and in what order.
Data centralization & alignment
We define a common data model, reconcile definitions and ownership, and plan the path to a single trusted source that future acquisitions can plug into.
Execution & project delivery
We run the related integration projects alongside your teams: governance, workstream tracking, risk management and reporting, so deal commitments are met and learnings are captured.
Who we work with
Corporate acquirersPrivate equity firmsPortfolio companiesDivesting companiesFinancial services
We work alongside leadership and the teams doing the integration.
Three steps, one clear next move.
01
You share the situation
A short form. Where the deal stands, what has to work, and what is already at risk.
02
We talk for 30 minutes
A senior consultant who has led this work before, not a salesperson. We define what a good outcome actually looks like.
03
We hold a working session
If we can help, we run a 1 to 2 hour immersion at no cost. From that we give you the recommendation, the risks, and a price.
Results
Financial services acquisition: 160 employees, 10 weeks to go-live
The Situation
A financial services firm with more than 1,300 employees acquired a division of another company, bringing on 160 new employees (about a 12% increase in headcount) and a new product line. Although the deal had been known for months, the firm had only 10 weeks until go-live and no plans in place for any integration workstream.
What We Did
We took over the integration program and deployed project managers across every critical workstream: HR and employee onboarding, training and communications, CRM configuration and data migration, finance and accounting data migration, and ordering system configuration and data migration. We built plans for each workstream from scratch and drove active project and risk management through to go-live.
The Result
The client hit its go-live date with everything needed in place. All 160 employees were transitioned and equipped on time, and training went off without a hitch.
“Wolbert Consulting Group is my go-to partner for aligning strategy with tactics and execution. Collaborating with Bryan and his team has consistently provided me with clarity, control, and well-crafted execution.”
Rich, Chief Technology Officer
Tell us where the deal stands. We'll tell you what it takes.
The conversation is free, candid, and specific to your deal. If we are not the right fit, we will say so.
No cost, no obligation
Let us show you how we think
Tell us where the deal stands. We will follow up to schedule a 30 minute call with a senior consultant.