Download our Free Roll-Up Integration Playbook
Step-by-step integration checklists
Real mistakes that derail rollups
Proven templates you can use immediately
Built from interviews with 20+ rollup operators
Helping roll-ups run like one company, not ten
We help serial acquirers and roll-ups do two things: build live consolidated reporting across every entity, and unify the systems behind acquired companies.
Two services. Pick the one that fits where you are
One dashboard. Every entity. Real-time.
Live financial and operational data across your entire portfolio, pulled from your acquisitions' existing systems. No system changes. No manual exports.
Explore Reporting
.png)
Run acquired companies as one operation.
Post-acquisition systems integration. We migrate and unify the systems that matter: CRM, ERP, email, file storage. Phased, tested, and handed off cleanly.
Explore Unification
Where serial acquirers stall after the deal closes
Internal IT can't carry the load
Your IT team is keeping operations running. They don't have bandwidth or specialist migration skills for unification work.
Acquired teams resist forced change
New systems imposed without context. Morale drops, key people leave.
Integration bottlenecks are slowing your M&A velocity
Different accounting systems, different charts of accounts. Consolidating means manual exports and reconciliation, every quarter.
Off-the-shelf tools don't fit
Consolidation software and migration tools are rigid and built for one-size-fits-all groups. They don't adapt to how your portfolio is actually structured.
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.
84%
of IT integrations fail or have significant issues (Gartner, 2024)
47%
of employees leave within Year 1 — 3.6× normal turnover (EY, 2024)
30-50%
of deal value lost from slow IT integration (Valorem Reply, 2023)
Why visibility unlocks the next stage of growth
Whether you're presenting to the board, raising debt, or briefing investors, the difference between gut-feel and live data shows up in every conversation.
For operators
Make capital allocation decisions on real numbers
Cut board reporting time dramatically
For investors
Demonstrate operational grip across the portfolio
Make capital conversations faster and more confident
Benchmark entities against acquisition models in real time
For lenders
Live covenant tracking across the consolidated group
Transparent debt service visibility per entity
Risk monitoring that doesn't depend on quarterly lag
What operators tell us
“We thought decentralisation was safer — let each company keep their autonomy. But the fragility of a small business is high. It turns out it's safer when you centralise more. Your risk is much lower. You can drive best practice across people much greater.”
Sam Turner
Managing Director, Advantos (Roll-up operator)
“The most expensive mistake a roll-up makes is not standardizing the chart of accounts early. It blows up at audit time. Suddenly you're trying to reconcile multiple definitions of revenue and margin across entities, under pressure, with scrutiny from external parties.”
Pavleta Pavlova
Founder, PPHF
“The first thing we do when we buy a company is implement our ERP. Data invisibility is a critical issue — we have to ask those people to change the ERP. In some cases, we completely need to change it.”
Andrea Allegrini
Head of Business Development
How We Work
We start with a discovery call. Then we audit. Then we execute in phases, with your team, not around them.
Phase
01
Discovery & Audit
Inventory every system, database, and integration
Interview teams to map workflows and undocumented processes
Assess data quality and identify risks
Honest timeline and cost estimate
Deliverable: Roadmap with scope, timeline, and cost
Phase
02
Build & Execute
Connect to or migrate from the systems you've prioritised
Extract, clean, and normalise data to group standards
Build the reporting layer or unify the operational systems
Test in parallel environments before cutover or go-live
Train users before launch, not after
Deliverable: Live system, trained users, full documentation
Phase
03
Optimization & Iteration
Post-launch troubleshooting and refinement
Training refreshers as teams settle in
Playbook iteration for your next acquisition
Deliverable: Stable operations, repeatable playbook
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
Software we work with.
Don't see your software? We work with most business systems - if it has data, we can migrate it.
Built on what we've learned from operators
Articles
Field notes on consolidation, migration risk, and reporting patterns.
.png)
The Roll-Up Integration Playbook
.png)
Claude PMI Plan Generator Skill
Podcast
Operator conversations about what breaks after acquisition.
Let's start with a conversation
Whether you're three acquisitions in or planning your first, let's talk. We'll discuss your current systems, your reporting needs, and your integration priorities. We'll be straight about what's worth doing now, what to phase, and where to start.
No pitch. No pressure. Just a clear conversation.
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.
