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Data migration
System Unification
CRM/ERP unification
System integration

Helping acquirers run like one company, not ten

Technical post-merger integration for serial acquirers & roll-ups. You stay focused on operations, we handle the technical harmonising.

CRM/ERP unification

Integration is messy, risky, and stressful

You've closed the deal, signed the papers, announced the acquisition. Now comes the hard part: getting their systems to actually work with yours.

Your internal IT team is swamped keeping operations running. The acquired company's data is trapped in their systems. Integration drags on for months - or stalls completely.

Acquired teams resist the changes

New systems forced without context. Morale drops, key people leave.

Your internal IT is drowning

Your 2-3 person team supports 200+ employees. No bandwidth for migrations.

Integration bottlenecks are slowing your M&A velocity

You acquire 3-5 companies yearly. Integrations drag for months.

Financial data stays in a black box

Your CFO enters board meetings without consolidated numbers.

Most failed integrations start moving data before understanding what they have. The key is bridging the gap between acquirer and acquired - creating a smooth transition, not chaos.
The solution

Three priorities for every integration

Successful integration comes down to keeping operations running, protecting team morale, and managing risk. Here's how we deliver on each.

Operations keep running

Parallel testing, phased migration, training before go-live

Teams actually adopt it

We interview staff, map workflows, get buy-in before forcing change

No big-bang migrations

Prioritize what matters, roll out in tranches

How we work

We combine deep technical integration skills with roll-up expertise. We understand how to harmonise systems and what matters post-acquisition.

PMI Stack team working on post-merger integration planning

Our Approach

Deep discovery, both sides heard

We spend time with acquirer and acquired teams. No one gets ignored or steamrolled. We bridge the gap.

Operators in the weeds

When things get complicated, we're inside working to solve it. Not watching from the sidelines.

Support through adoption

Migration is half the job. We stay for training and change management until the new systems actually stick.

The solution

Our 3-Phase approach

Phase
01

Discovery & Audit

Audit systems, map workflows, identify risks, build integration roadmap.

Duration
2-3 Weeks
Benefits
Clear view of current state and what needs to happen
Risk assessment before moving data
Honest timeline and cost estimate
No surprises
Phase
02

Execution

Migrate data, unify systems, train users - in phases, not all at once.

Duration
60-120 days
Benefits
Business keeps running during transition
Systems tested before go-live
Users trained and confident
Data integrity guaranteed
Phase
03

Support (Optional)

Post-go-live troubleshooting, refinement, and prep for your next acquisition.

Duration
3-6 months
Benefits
Stable operations with responsive support
Repeatable playbook for next integration
Peace of mind
Phase
03

Support (Optional)

Post-go-live troubleshooting, refinement, and prep for your next acquisition.

Duration
3-6 months
Benefits
Stable operations with responsive support
Repeatable playbook for next integration
Peace of mind

Get The Roll-Up Integration Playbook

100-day execution timeline
Real mistakes that derail rollups
Integration audit checklist
Training and adoption playbook
Ready-to-use templates
Built from interviews with 20+ rollup operators
Free Roll-Up Post Merger Integration Playbook
What We Integrate

Software we work with.

Don't see your software? We work with most business systems - if it has data, we can migrate it.

FAQ

Common Questions

Can't our internal IT handle this?

Maybe - if they have bandwidth and specialized migration skills. Most IT teams are swamped keeping operations running. We handle the project work they don't have time for, working with your IT team (not around them).

How long does this actually take?

Rough timelines: Email/file migration takes 2-4 weeks. CRM/ERP data migration takes 8-12 weeks. Full platform unification takes 3-6 months. After Discovery, we'll give you a realistic timeline based on what we actually find.

What if something goes wrong?

We test everything before go-live, have rollback plans, and stay close post-migration to catch issues fast. When something does go wrong (and occasionally it will), we're responsive and transparent. The goal isn't zero issues - it's catching them before they impact the business.

How much does this cost?

Discovery phase is fixed-fee. Execution phase is project-based pricing we provide after Discovery. No hourly billing that drags on. You get a clear price for defined scope - no surprises.

Why not just hire a dev shop?

Dev shops are great for building software, but integration is different. They need perfect specs upfront and treat it like a coding project. Real integration is messy - workflows aren't documented, data doesn't match schemas, business logic varies across companies. We understand the business context and adapt as we learn.

We've been burned by consultants before.

We hear that a lot. The difference is we execute, not just advise. We don't hand you a strategy deck and leave - we migrate the data, train the teams, and stay through go-live. You're working with us directly, hands-on, until it's done.

Contact

Let's start with a conversation

Whether you're planning your next acquisition or just exploring how integration should work, let's talk.

We'll discuss your challenges, share what we've learned from other operators, and see if there's a fit. No pressure, no pitch.