Finance & Corporate Development · HR Tech

Post-Merger Integration of Two Regional Tech Firms

Client / Two SaaS-enabled HR-tech companiesLocation / 4 Cities≤24 hrs to shortlist
The Challenge

When two companies merge, the paperwork makes it look manageable. What the paperwork doesn't capture is 280 people across four cities who woke up on day one wondering whether their job still existed, whether their manager still had authority to approve their expenses, and what tools they'd be using next week. The merger agreement required a unified operating model within 90 days. There was no playbook. Both leadership teams were managing perception rather than reality, and both knew it.

The Approach

Our PMI lead embedded from day one. Their first action was not a Gantt chart, it was listening. Three cities in week one. What they heard was that both organisations had the same fear: that the other side's way of doing things would win. That shaped the integration design more than any spreadsheet. The 90-day playbook covered 120 workstreams. Technology was the most visible: six overlapping tools rationalised to two. But the harder work was the org structure conversations that no one wanted to have on record.

The Outcome

The unified model went live in 87 days, three days ahead of the contractual deadline. Customer churn during integration was 3.1% against the 8% the deal model had assumed. On the combined ARR that mattered, that gap between 3.1% and 8% was the difference between a deal that created value and one that destroyed it.

Integration completed in 87 days | Customer churn 3.1% vs 8% modelled
87 days
Integration Time
3.1% vs 8% modelled
Customer Churn
Improved post-merger
Employee Satisfaction
Client
Two SaaS-enabled HR-tech companies
Sector
HR Tech
Location
4 Cities
Domain
Finance & Corporate Development
Ready to begin?

Find a Finance & Corporate Development consultant.

Every case study above started with a single brief. Tell us your challenge and we'll deliver the right consultant within 24 hours.

Find a Consultant