Seamless Post-Merger Integration (PMI)
M&A creates a high stakes marketing and communications environment. We’re experts at managing this unique transition to maximize value and minimize risk.
We specialize in marketing integration consulting for middle market M&A transactions. With decades of experience in the M&A industry, post-merger brand strategy, marketing operations, and communications, we help private equity, venture capital, and family office investors protect deal value, reduce risk, and create smooth transitions.
Specialized M&A Integration Marketing Leadership
- Brand & Positioning Strategy: Refining brand architecture and strengthening the brand value of the combined entities post-transaction.
- Marketing Operations Alignment: Rationalizing martech solutions, collaborating cross-functionally across departments, and standardizing reporting.
- Organizational & Team Design: Restructuring marketing and communications roles, identifying redundancies, and creating departmental alignment.
- Internal Communications: Developing strategic deliverables for leadership to keep employees informed, motivated, and retained.
- External Rollout: Crafting customer and investor messaging, leading media relations, managing website/social updates, and developing other tools to announce the transaction and communicate the opportunity it creates for stakeholders and customers.
Decades of Experience in M&A
Harris Williams
M&A Integration Success Story
We have decades of experience in the M&A industry. Kasari founder, Kim Baker, ran Harris Williams’ marketing department for nearly 15 years and then later, the firm became Kasari’s first client. Throughout that experience we learned what makes an M&A transaction successful, and the importance of experienced marketing leadership during that critical transition.
M&A Engagement: Packaging Industry
M&A Integration Success Story
A critical measure of post-integration success is the value that’s generated from the combined entity and its subsequent resale. Managing the complexities of an international branding assignment and overlapping product offerings made this engagement unique. The transaction, however, was a tremendous success and the company went on to achieve a premium valuation.
M&A Engagement: Healthcare Technology Industry
M&A Integration Success Story
We have worked on dozens of brand strategy projects providing strategic guidance and senior-level leadership. Brand alignment after an M&A transaction requires thoughtful analysis of both the opportunities and the risks to determine how best to maximize value creation. In this case, an endorsed brand strategy enabled each company to maintain its unique value proposition while leveraging one another’s strengths.
Delivering Results Begins with Insight
Let our team help support your next transaction.