Seamless Add-On Integration: M&A Tech Essentials

Episode Overview

A practical view of add-on integration: where reporting, data, and operating cadence break down, and how to sequence the integration workstream.

Add-on acquisitions are a core PE value creation strategy, but technology integration is usually where the synergy plan slows down. Legacy systems, incompatible data formats, parallel ledgers, and disconnected reporting cadences make it hard to see the combined business on the same page — let alone operate it on the same page.

This episode covers how we think about add-on integration as a workstream: which systems and data sets actually need to converge, where reporting and operating cadence break down, how to sequence the work against the hold-period clock, and how to keep the integration plan tied to the value creation thesis the sponsor signed up for.