Confluence Advisory LLC
INTEGRATION SUPPORT

Two companies. One operating model. A plan leadership can steer.

We work alongside executives to lead the integration from transaction planning through stabilization, establishing the governance, operating model, and execution discipline required to make the combined business run.

CAPABILITIES

From signing to one operating enterprise

01

Integration planning and governance

Establish the integration structure, including the Integration Management Office, leadership forums, workstreams, decision rights, and escalation paths needed to move from transaction intent to accountable execution.

02

Legal entity and contract structure

Resolve the structural decisions that shape how the combined business will operate, including legal entities, contracts, and other transaction dependencies.

03

Day 1 enterprise readiness

Validate the critical capabilities required to operate on Day 1 across people, processes, data, and systems, with readiness tied to evidence, accountable owners, and clear decision gates.

04

Operating model and organization design

Define how the combined company will operate: functional ownership, decision rights, service delivery, organization structure, and ways of working, carried through leadership approval and communication.

05

Processes, data, and enterprise systems

Align the operational processes, information flows, and enabling platforms required by the target operating model, including ERP, HCM/HRIS, CRM, and other critical enterprise systems.

06

Stabilization and transition to run

Drive the operating model and integration roadmap through stabilization, resolve remaining gaps, and transition open workstreams to accountable internal owners as the business reaches a sustainable operating state.

A TYPICAL INTEGRATION

Milestones we drive toward

  1. SIGNING TO CLOSEGovernance and enterprise design underway
  2. DAY 1Business operational and critical capabilities ready
  3. EARLY POST-CLOSEOperating model and priorities confirmed
  4. INTEGRATIONOrganization, processes, data, and systems aligned
  5. STABILIZATIONSustainable operations and handoff to internal ownership

Planning an integration?

We can help you set up governance before close, or steady a program already underway.

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