Mergers, Acquisitions & Integrations Integration at the Speed of Growth
From due diligence to Day 100, we protect value across every phase of the deal
Why Ellevate
Big-4 Experience. Boutique Agility. We don’t flood your project with 70 consultants and endless slide decks. We deploy a focused strike team that integrates finance, systems, and people — delivering measurable value from diligence through Day 100
The Challenge
Deals Don’t Fail in the Boardroom — They Fail in Execution
Mergers and acquisitions drive growth — but without clear financial alignment before and after close, deals can quickly lose value. Each acquisition introduces new systems, structures, and people, and without a well-defined integration roadmap, finance operations can become a drain on both time and valuation.
KEY CHALLENGES:
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Limited finance due diligence and hidden exposures pre-close
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Valuation assumptions disconnected from financial reality
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Poorly structured transition service agreement that erode post-close value
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Fragmented systems and inconsistent chart of accounts across entities
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Redundant roles and unclear accountability
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Missed synergy targets due to lack of integration planning
The Ellevate Method in Action
A Proven Framework for Finance-Led M&A Success
We bring clarity, control, and confidence to every stage of the deal — aligning people, process, and systems from pre-close diligence to post-close integration. Our approach transforms reactive integrations into structured, repeatable value creation.
The 5 Steps in the Ellevate Method:
1.Connect: Align deal, finance, and leadership teams on value drivers and success metrics
2. Discover: Conduct pre-close financial and operational due diligence to identify risk and readiness gaps
3.Roadmap: Design a unified 30/60/100-day integration plan, linking valuation assumptions to execution
4. Integrate: Standardize hierarchies, systems, and Chart of Accounts, and operationalize Transition Service Agreement exit and ownership
5. Measure: Track synergy capture, post-close Key Performance Indicator, and long-term performance
Where We Deliver Impact
From Deal to Day 100 — and Beyond
Finance Due Diligence:
Uncover hidden financial and system risks pre-close
Valuation Support:
Validate assumptions, standardize Key Performance Indicators, and align financial models with operational reality
TSA Structuring & Exit:
Design and operationalize smart transition agreements that ensure continuity and accountability
Systems Integration:
Harmonize Enterprise Resource planning, hierarchies, and data flows for faster consideration
Organizational Alignment:
Define ownership, governance, and accountability across finance and operations
Synergy Realization:
Quantify, track, and report on value creation
Faster integration timelines
Reduction in Transition Services Agreement overages
Faster consolidated close post-acquisition
in risk mitigated during diligence