RUN · 05

M&A & integration

Full process from target assessment, due diligence through deal management, integration and value creation

Derek Duffy, APAC Director, Alt-V. Formerly UK, ANZ and Global Business Services COO at Clyde & Co.

What the integration scorer shows

  • Cultural: 41Moderate
  • Operational: 47Elevated
  • Financial: 45Elevated
  • Technology: 65High
  • sample firm
Marlowe Kendrick LLP and Tresham Vyse, an invented deal. Integration risk on each axis, 0 to 100 (higher is riskier); overall 48, Elevated.

Thinking · what we have published

M&A + Integration briefing

  • Four methods of integration
  • Merger readiness map

Prepared for presentation to law-firm boards

Diagnostic · run it yourself

M&A + lateral diagnostics

  • M&A Integration Readiness Assessment · alignment · 90-day plan
  • Lateral ROI & Break-Even · score an offer before it lands
  • Lateral Retrospective · variance vs plan at 12/18/24/36 months

Three self-run tools · deal, arrival and 12–36 months on

Delivery · the playbook and templates

M&A + Integration Playbook

  • 8 modules, with customisable templates and board presentations
  • Pre-deal/due diligence · integration · culture · synergies

Full governance framework, metrics and reporting templates for the integration

Read

Sample reports are built on an invented firm.

Run it yourself

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