Post-Acquisition Services

Integration support to capture the value you paid for after closing.

Realize the Value of the Deal

Closing is a milestone, not the finish line. Deal value is won or lost in the months after, when systems, teams, reporting and cash management have to come together.

We handle the financial side of integration: aligning accounting and reporting, setting up controls, managing working capital and tracking results against deal assumptions. It picks up where due diligence leaves off.

What We Do

1

Integration Planning

Building a practical roadmap for combining finance operations, systems and teams.

2

Financial Integration

Aligning charts of accounts, close processes, reporting and internal controls.

3

Working Capital and Cash Management

Managing cash flow, purchase price adjustments and working capital through the transition.

4

Performance Tracking

Monitoring results against deal assumptions and synergy targets.

5

Issue Resolution

Addressing accounting, reporting and process problems as they arise so integration stays on track.

Who Is This For

  • Buyers integrating newly acquired businesses
  • Companies that have completed mergers or combinations
  • Private equity portfolio companies after closing
  • Leadership teams managing complex finance transitions

Meet the Team

Our post-acquisition team helps you capture value and keep finance operations steady through the transition.

Marcy DeLorenzo-Rosci, CPA, Practice Area Leader

Practice Area Leader

Marcy DeLorenzo-Rosci, CPA

Frequently Asked Questions

When should integration planning start?

Ideally before closing. Planning during diligence lets you set up accounting, reporting and controls for the combined business from the first day.

Can you help if the deal has already closed?

Yes. Many clients come to us after closing, when systems, close processes or working capital adjustments need attention. We start with what is causing the most friction and build from there.

Just closed a deal?

Let's make sure the integration goes smoothly.

Related Resources and Insights

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