MERGE · Our method

    Integration is where the deal delivers.

    We synchronise the merger before it is signed, then run it. MERGE is how.

    Outside in, back to you within a day.

    The method

    Map, Estimate, Realise, Go Live, Evolve.

    One integration method and one team throughout. Every step has an owner, a date and a number. Evolve feeds the next deal.

    The MERGE method as a loop, in two phases. Before the deal: Map and Estimate. After the deal: Realise, Go Live and Evolve. Map continues across Estimate and Realise, and Evolve returns to Map for the next deal.
    1. Before the deal
    2. Step 1

      Map

      Risks, dependencies and hidden work understood

      Keeps running through Estimate and Realise

    3. Step 2

      Estimate

      Integration, separation and run costs quantified

    4. After the deal
    5. Step 3

      Realise

      Target state agreed and Day One ready

    6. Step 4

      Go Live

      Milestones delivered and the business transitions

    7. Step 5

      Evolve

      Value captured and lessons fed into the next deal

    Evolve returns to Map, the next deal

    Diligence / Deal / Day One / Integration / Returns delivered / Next deal

    1. MStep 1

      Map

      Deep diligence that continues into the deal. The outside-in assessment and the twelve scope areas, on both sides of the line, including what a seller has not separated yet. We map your own business too: your team, your stakeholders and how you run deals, because that is where most integrations are won or lost.

      The number that matters. Unbudgeted spend uncovered before you commit.

      More

      Outcome. Risks, dependencies, opportunities and hidden work understood.

    2. EStep 2

      Estimate

      Cost the integration and the future run-state. Every line built from the ground up, standalone and integrated, with an owner and a date against each.

      The number that matters. A defensible cost to run and a cost to separate, carried into the deal model rather than discovered after signing.

      More

      Outcome. Integration, separation, investment and run costs quantified.

    3. RStep 3

      Realise

      Architecture, designs and executable plans. Target architecture, sequencing, Day One scope, and the people who will run it.

      The number that matters. A blueprint the board can approve, before the go-ahead.

      More

      Outcome. Target state agreed, workstreams mobilised and Day One ready.

    4. GStep 4

      Go Live

      Deliver Day One and execute the integration. The systems, the teams and the savings the deal was priced on, run by the people who wrote the report.

      The number that matters. Milestones hit against the dates set at Estimate.

      More

      Outcome. Critical milestones delivered and the business transitions.

    5. EStep 5

      Evolve

      Create value and improve the M&A machine. Consolidation, spend taken out, AI put to work, exit from transitional services, and what this deal taught fed into the next one.

      The number that matters. Opex removed and platforms retired, measured against the Map.

      More

      Outcome. Value captured, platforms and cost removed, lessons fed into the next deal.

    • We do the thinking, without the inertia and politics of your own organisation.
    • One team from diligence through Day One, without a report that lands and stops.
    • An opinion your investment committee can price, without a risk list nobody owns.
    • Weeks, not quarters, without a room full of people on the clock taking as long as possible.
    • Money in the pot to realise the value, without discovering the cost after completion.
    • Integration that does not stay a mess, without raising more money later to finish what was never finished.

    The work

    Four ways in. One method.

    Inside a diligenceTwelve scope areas.Show

    Sized to the deal and written for an investment committee. Every area comes back with a number, an owner and a recommendation, not a risk list.

    • 01

      Team and leadership

    • 02

      Commercial model

    • 03

      Product and tech roadmap

    • 04

      AI: use and defensibility

    • 05

      Technology and architecture

    • 06

      Cybersecurity

    • 07

      Operations

    • 08

      Development processes

    • 09

      Customer onboarding

    • 10

      Back-office IT

    • 11

      Technology spend

    • 12

      Integration readiness

    How a diligence runs

    Track record

    Integrations and separations we have run.

    The challenge in each case, and what we actually did about it. Some of this work goes back years. It is included because the pattern has not changed: the estate is never the hard part, the two teams are.

    IRIS Software Group

    The challenge

    Around 30 acquisitions over a decade, with no M&A process in place when we started.

    What we did

    We worked alongside the internal team to build the process deal by deal, and became part of that team rather than a supplier to it.

    Morgan Sindall and Connaught

    The challenge

    An acquisition out of distress, with immovable deadlines.

    What we did

    We helped the internal team set a Day 1 scope that could actually be delivered in the time available, then delivered it with them.

    Gala and Coral

    The challenge

    A divestment where the original programme had stalled.

    What we did

    We re-planned the programme with the people already running it, and put the sequencing back on a footing the board could sign.

    Norton Rose and Fulbright

    The challenge

    Two global multi-site firms merging into a centralised directory.

    What we did

    We worked with the architecture and security teams to land a design every global stakeholder bought into.

    British Land and Broadgate Estates

    The challenge

    Business requirements that kept moving during the separation.

    What we did

    We built the relationships inside the technical teams so they could deliver a complex and risky cloud-to-cloud migration with us.

    Equiniti and Hazel Carr

    The challenge

    Disparate data locations, with post-merger work still open years after the acquisition.

    What we did

    We rebuilt communication across the teams so they could finish the key upgrades and retire the legacy software and hardware.

    Equiniti

    The challenge

    A sustained acquisition programme, with diligence and integration running back to back.

    What we did

    Across 50 plus diligences and integrations we worked as part of their team, and left the process stronger than we found it each time.

    Your team

    The challenge

    The deal on your desk right now. A target you cannot see inside, an integration priced on assumption, or a carve-out nobody has costed from the ground up.

    What we would do

    Run MERGE on it. Map what is there, cost it, and stay on to deliver the number we put our name to.

    Talk to us about your deal

    One lens

    Every stage runs through TIE.

    Truth, Immediacy, Efficacy. It is how we decide what to say, when to say it, and what to recommend.

    T

    Truth

    An honest verdict, including the one that kills the deal. No varnish in the report, no spin in the room.

    I

    Immediacy

    Same-day responses while your process is live, not a silence that breaks at the readout.

    E

    Efficacy

    The effective route, not the cheapest or the fastest. Every finding lands with a number, an owner and a recommendation.

    Where we are different

    Integration is the reason people keep us.

    Integration is the practice we are built around, not an add-on sold after the fact: Day 1 readiness, exit from transitional services, consolidation, and the savings and gains the deal was priced on. The people who wrote the report deliver the plan in it.

    And because integration fails on people before it fails on platforms, the Kolbe people work runs inside it rather than beside it.

    Post-Merger Integration

    Why it holds

    We cap for quality: only three mergers simultaneously.

    What we believe

    Three things we will argue for.

    1 + 1 = 0.9

    For the first year, because the staff are distracted. The work is getting that back.

    Humility wins mergers

    The acquirer who imposes their way destroys what made the target worth buying.

    The accountants are not the staff

    Keeping the accountants happy won't keep your staff happy.

    We won't

    Four things you will not get from us.

    • Hand you to a different firm once the deal is signed.
    • Arrive looking only for risks.
    • Give you a risk list and then sit on the fence.
    • Apply a template written for someone else's deal.

    The language we use

    What the named methods actually mean.

    All the questions in one place

    What is MERGE?

    MERGE is Beyond M&A's method for technology in a deal: Map, Estimate, Realise, Go Live, Evolve. One team carries it from first look through Day One to the returns the deal was built to deliver, and what one deal teaches goes into the next.

    What does TIE stand for?

    Truth, Immediacy, Efficacy. Truth is the unvarnished position of the estate, Immediacy is what has to be dealt with now, and Efficacy is whether the plan can be delivered by the team that owns it.

    What are the twelve scope areas?

    Twelve areas covering architecture, code and IP, data, security, infrastructure, delivery, team and operating model, spend, obsolescence, resilience, scalability and AI position. Scope is sized to the deal rather than applied as a blanket template.

    What does Them and Us mean?

    Them and Us is the pattern where an acquired business is integrated on paper but never culturally, so two organisations keep operating inside one company long after completion. Beyond M&A assesses it, predicts the friction and fixes the estate you already own.

    Where to start

    Not sure where to start?

    Tell us about the deal. We will say plainly where we can help, and where we cannot.