PRACTICE · MERGERS & ACQUISITIONS
Two companies. Two GLs. One measured integration.
The audit discipline, pointed at a deal. We inventory, map, validate, reconcile, and orchestrate — from data-room access to the first close you report as one company. We are not an ERP implementer, and the engagement is designed so you never need us to be.
PRE-CLOSE
Systems & Process Diligence — $9,500–$12,500 · 5–7 days
What you are actually buying, operationally: the target’s full stack and contract inventory (renewal traps included), a process-maturity read on their finance operation, an integration cost estimate with honest ranges, a Day-1 readiness register, and the red-flag memo your deal team reads first. The clock starts at data-room access.
POST-CLOSE
Integration Leverage Audit & Roadmap — $15,000–$18,500 · 2 weeks
The flagship. Every system on both sides gets a keep/kill/converge verdict with duplicate spend quantified when a documented cancellation or consolidation is possible. Plus the CoA crosswalk assessment, a process collision map ranked by risk, and a 90-day roadmap sequenced Day-1 → first consolidated close → Day-100, with the TSA register attached.
EXECUTION
Integration Execution — retainer, 3–6 month arc
The roadmap, run with the library: contract harvester (Nº19), CoA & master-data mapping — proposed, never auto-merged (Nº20), migration reconciliation where no wave closes on “looks right” (Nº21), a dual-close bridge so reporting never goes dark (Nº22), and program orchestration scored against the original deal math (Nº23).
PE PLATFORMS
The playbook becomes your playbook
After the first integration, subsequent tuck-ins run at a reduced-scope repeat rate — the mapping, reconciliation, and consolidation machinery is already fitted to your platform. Serial acquirers get the compounding version of everything above.
2 of everything
GLS · PAYROLLS · CRMS · BANKS — THE CENSUS MOST CFOS HAVE NEVER LISTED
Tie-out
AGREED TOLERANCES, TRACED SAMPLES, AND EXPLICIT ACCEPTANCE BEFORE RELEASE
Day 100
SYNERGY SCORECARD VS THE ORIGINAL DEAL MATH — THE BASELINE DOESN’T MOVE
The urgency is not ours to manufacture: the TSA cliff and the first consolidated close are already on your calendar. We put them on one page with the burn math attached.
Every engagement here starts the same place.
DEAL WORK REQUIRES A SIGNED SCOPE, APPROVED DATA HANDLING, AND CONFIDENTIALITY BOUNDARIES. PRICING AND TIMING DEPEND ON ACCESS AND AGREED SCOPE.
THE LETTER · FIELD NOTES BY PAUL MATTSON
One useful finding.
The assumptions included.
Reporting, data and the practical work of making a business run better. Signed, dated and written to be used.