Integration Strategy & Planning

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Integration Strategy & Planning

Sam Hields on AI-Native Roll-Ups: Why Front-Office Automation Is the Venture Case | RolyPoly Podcast

Integration Strategy & Planning

10 min read

Sam Hields on AI-Native Roll-Ups: Why Front-Office Automation Is the Venture Case

Sam Hields of OpenOcean on why AI-native roll-ups need front-office automation, debt over equity, and a one-shot consolidation window before the services economy is re-platformed.

Vadim Rogovskiy on AI in Post-Merger Integration | RolyPoly Podcast

Integration Strategy & Planning

11 min read

Vadim Rogovskiy on AI in Post-Merger Integration: How Agentic AI Is Rewriting the Roll-Up Playbook

Vadim Rogovskiy on how agentic AI is rewriting the roll-up playbook — finding hidden pipeline in acquired SMBs, exit timing lessons, and why vertical AI wins.

Andrew Ofori on Proprietary Deal Sourcing | RolyPoly Podcast

Integration Strategy & Planning

8 min read

Post-Merger Integration Checklist: The Execution Roadmap Serial Acquirers Actually Use

Post-merger integration checklist for serial acquirers doing 3–5 deals yearly. Phase-by-phase roadmap covering Day 1–180, IT, HR, finance, and operations.

Serial Acquisition Integration Playbook: How Roll-Up Operators Build a Repeatable Integration Process

Integration Strategy & Planning

11 min

Serial Acquisition Integration Playbook: How Roll-Up Operators Build a Repeatable Integration Process

Serial acquisition integration playbook for roll-ups managing 3+ deals yearly. Learn repeatable frameworks, modular pathways, and governance structures to scale M&A execution without integration debt.

Sam Turner on Roll-Up Integration Strategy | RolyPoly Podcast

Integration Strategy & Planning

10 min read

Sam Turner on Roll-Up Integration Strategy: Why Hub & Spoke Beats Full Decentralization

Sam Turner shares why the hub-and-spoke model beats full decentralization for SME roll-ups, based on 4 years building Advantos.

Acquired Company Onboarding Process: How to Integrate Employees Without Losing Them

Integration Strategy & Planning

17 min

Acquired Company Onboarding Process: How to Integrate Employees Without Losing Them

Discover why 47% of acquired employees leave within a year and how to fix it. Practical merger onboarding checklist, 90-day timeline, and proven strategies to retain talent post-acquisition.

How Long Does Post-Merger Integration Take?

Integration Strategy & Planning

11 min

How Long Does Post-Merger Integration Take?

Post-merger integration takes 12–18 months for mid-market deals, but timelines vary by complexity and approach. Learn what drives integration duration and how to compress it.

Should You Hire a PMI Consultant After an Acquisition?

Integration Strategy & Planning

7 MIN

Should You Hire a PMI Consultant After an Acquisition?

PMI consultants help with strategy, systems, and change management after acquisitions. Here’s what they actually do and how to decide if you need one.

The First 100 Days After an Acquisition | PMI Stack

Integration Strategy & Planning

12 min

The First 100 Days After an Acquisition: A Phase-by-Phase Timeline

92% of integrations succeed when synergies are tracked from day one. Here's your phase-by-phase execution timeline.

Who Should Handle Post-Merger Integration? | PMI Stack

Integration Strategy & Planning

8 min

In-House, Contractors, or Partners: Who Should Handle Post-Merger Integration?

Should you handle integration in-house, hire contractors, or bring in consultants? Here's how to match your resourcing to your situation.

Deciding the Right Integration Level for Acquisitions | PMI Stack

Integration Strategy & Planning

10 min

How to Decide the Right Integration Level for Each Acquisition

Not every acquisition needs full integration. Use this High/Medium/Low-Touch framework to match integration depth to strategic intent.

Technical Integration Is the Hidden M&A Value Driver | PMI Stack

Integration Strategy & Planning

8 min

Why Technical Integration Is the Hidden Value Driver in M&A

70-90% of M&A deals fail to deliver expected value. Learn why technical integration is the hidden culprit and the five failure patterns to avoid.

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.

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Integration Strategy & Planning

Sam Hields on AI-Native Roll-Ups: Why Front-Office Automation Is the Venture Case

Vadim Rogovskiy on AI in Post-Merger Integration: How Agentic AI Is Rewriting the Roll-Up Playbook

Andrew Ofori on Deal Sourcing: Why Most PE Roll-Ups Find Deals the Wrong Way

Andrea Allegrini on HVAC Acquisition Strategy: More Plumbers, Less Managers

Merger Integration Plan Template: A Practical Roadmap for Roll-Up Operators

How to Integrate Two Companies After Acquisition

Post-Merger Integration Checklist: The Execution Roadmap Serial Acquirers Actually Use

Serial Acquisition Integration Playbook: How Roll-Up Operators Build a Repeatable Integration Process

Sam Turner on Roll-Up Integration Strategy: Why Hub & Spoke Beats Full Decentralization

Acquired Company Onboarding Process: How to Integrate Employees Without Losing Them

How Long Does Post-Merger Integration Take?

Should You Hire a PMI Consultant After an Acquisition?

The First 100 Days After an Acquisition: A Phase-by-Phase Timeline

In-House, Contractors, or Partners: Who Should Handle Post-Merger Integration?

How to Decide the Right Integration Level for Each Acquisition

Why Technical Integration Is the Hidden Value Driver in M&A

Let's start with a conversation

Download our Free Roll-Up Integration Playbook