Two ERPs Become One — In One Quarter
Add-on closed. Two ERPs. One quarter to get it right. Roll-up theses live or die on integration speed, and most platforms hire one integration lead per add-on — the engineering work backs up by add-on number three. This sprint is the bench: a forward-deployed team that lands chart-of-accounts harmonization, system consolidation, and Day-1 handoff in 60 days.
Roll-Ups Live or Die on Integration Speed
The thesis is clean: buy a platform, bolt on three to five add-ons in twenty-four months, capture synergy, exit. The thesis breaks at integration. By add-on number three, the platform CFO is doing month-end close across two charts of accounts, the COO is reconciling three CRMs, and the synergy number in the IC memo no longer ties to anything in the GL.
Most operating partners staff this with one or two internal integration leads per add-on. The engineering work backs up — chart-of-accounts mapping, ERP migration, HRIS overlap, vendor consolidation — and the platform team runs the business while the integration debt compounds. Synergy gets pushed to "next quarter" until the LP letter forces a decision.
This sprint is the integration bench you do not have to hire. Sixty days, scoped before kickoff, one consolidated stack at the end — and a synergy capture number a banker will actually defend.
What Sponsors Get
How the Sprint Runs
Sixty days. One add-on. Operating partner briefed weekly.
Pre-Mobilization
Integration assessment and risk register before kickoff. We map systems on both sides — ERP, CRM, HRIS, billing — score data quality, flag the cutover risks that historically slow roll-ups, and confirm scope and team. No meaningful integration starts without this artifact.
Plan & Harmonize
Chart-of-accounts harmonization, ERP/CRM/HRIS migration plan, data-migration playbook with sample loads, and a vendor consolidation hit list. Forward-deployed engineers embed with portco IT and finance. Sponsor gets a weekly status to the operating partner.
Cutover & Validate
Cutover runbook, change-management plan, parallel-run validation, and dress rehearsal. Every owner has a script and a rollback. Synergy capture is documented as it lands so the number is banker-defensible — not back-fitted to an exit narrative six months later.
Operational Handoff
Day-1 ops handoff to the portco team. One consolidated stack, runbooks the in-house team can operate, and a documented synergy capture report. We leave behind a portco that can absorb the next add-on without us — or with a smaller scope next time.
The Integration Package
Eight artifacts. Banker-defensible synergy. Day-1 handoff to the portco team.
Integration Assessment & Risk Register
Pre-mobilization artifact mapping every system on both sides with a red/yellow/green risk score. The document the operating partner uses to confirm scope before money moves.
Chart-of-Accounts Harmonization
One COA across platform and add-on, mapped line by line. Fixes the silent EBITDA leak that comes from comparing apples to a different chart of apples.
ERP / CRM / HRIS Migration Plan
Sequenced consolidation plan across the systems that overlap. Cutover order, dependencies, owners, and the parallel-run windows that protect month-end close.
Data-Migration Playbook
Reusable migration scripts and validated sample loads. The same playbook accelerates the next add-on instead of starting from a blank document each time.
Vendor Consolidation Hit List
Overlapping contracts, duplicate licenses, and renewal traps surfaced with negotiation talking points. Synergy that lands in the P&L, not just on a slide.
Cutover Runbook
Hour-by-hour cutover script with rollback paths. Every owner has a checklist. The weekend that scares portco CFOs becomes the weekend that goes quietly.
Change-Management Plan
Communications, training, and adoption tracking for the people on the ground. The integration that finance considers done is rarely the one operations considers done — this closes that gap.
Synergy Capture Report
Documented, banker-defensible synergy number with the audit trail behind it. Useful at the next portfolio review, the next add-on, and at exit.
Why Roll-Up Sponsors Choose Proactive Logic
PE-Native Integration Bench
Roll-up platforms hire one or two integration leads per add-on. The work backs up by add-on number three. We are the bench — sized for one add-on, scaled across the thesis.
Engineers, Not PowerPoint
A 2-3 engineer team plus a PM, embedded with portco IT and finance. The artifacts are technically credible because the people producing them have shipped the systems.
Banker-Defensible Synergy
Synergy is documented as it lands, with the data behind the number. The CIM at exit references real captures — not a back-fitted narrative built six months after the fact.
Fixed Fee, 60 Days
Fixed fee scoped by system count. No hourly creep through the most fragile 60 days of the integration. Operating partner gets a number that fits the synergy model.
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Add-On Closing Soon?
Schedule a 30-minute call with a PE-fluent lead. We will confirm system count, scope, fixed fee, and start date — and tell you whether a Sprint or a multi-add-on retainer is the right structure.
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