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Integration Strategy & Planning

Frameworks, checklists, and playbooks for planning post-merger integration: deal sequencing, 100-day plans, and governance for serial acquirers.

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Integration Strategy & Planning
Philippe Willi on Building a Vertical Software Roll-Up: From VC Startup to Holdco | RolyPoly Podcast
Integration Strategy & Planning
14 min read

Philippe Willi on Building a Vertical Software Roll-Up: From VC-Backed Startup to Constellation-Style Holdco

Tourism Software Group CEO Philippe Willi on halving his VC-backed startup, funding deals with equity, what to centralise, and why low debt beats speed.
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Tech Credit Partners on Acquisition Debt Financing: Structure Beats Price | RolyPoly Podcast
Integration Strategy & Planning
15 min read

Linus Eriksson and Resat Ozutok on Debt Financing for Acquisitions: Structure Beats Price

Tech Credit Partners on how acquisition-driven companies raise debt, what lenders underwrite, when debt should enter a buy-and-build, and when it's the wrong answer.
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Alex Prokofjev on Acquisition Entrepreneurship: Objectives Before Structure | RolyPoly Podcast
Integration Strategy & Planning
14 min read

Alex Prokofjev on Acquisition Entrepreneurship: Start With Your Objectives, Not the Structure

Roll Up Europe's Alex Prokofjev on why the structure question is the wrong place to start, and what really separates the acquirers who compound from the ones who stall.
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Post-Merger Integration Cost: How to Build the Budget
Integration Strategy & Planning
18 min

How Much Does Post-Merger Integration Cost?

What post-merger integration actually costs, why large-cap benchmarks miss mid-market deals, the four lines your budget is made of, and what consultants charge.
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Roll-Up vs Buy-and-Build vs Consolidator | PMI Stack
Integration Strategy & Planning
7 min read

Roll-Up vs Buy-and-Build vs Consolidator: What's Actually the Difference?

Roll-up, buy-and-build, and consolidator describe the same growth strategy from three angles. What each term means, plus the platform-vs-bolt-on and strict-vs-modern nuances that matter.
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Nicholas De Poorter on Buy-and-Build: Why Strada Backs Teams, Not Deals | RolyPoly Podcast
Integration Strategy & Planning
12 min read

Nicholas De Poorter on Buy-and-Build: Why Strada Backs Teams, Not Deals

Strada Partners' Nicholas De Poorter on why he backs teams instead of sourcing deals, and the discipline that separates buy-and-build winners from the rest.
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Mac Lackey on Selling a Business: Why You Should Always Be Exit Ready | RolyPoly Podcast
Integration Strategy & Planning
9 min read

Mac Lackey on Selling a Business: Why You Should Always Be Exit Ready

Six-time founder Mac Lackey on why strategic value beats the multiple, how integration makes or breaks a deal, and why every founder should be exit ready.
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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.
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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.
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Andrew Ofori on Proprietary Deal Sourcing | RolyPoly Podcast
Integration Strategy & Planning
8 min read

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

Bloomvine CEO Andrew Ofori breaks down proprietary deal sourcing, cross-border M&A, AI in target identification, and why your criteria always change mid-search.
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Andrea Allegrini on HVAC Acquisition Strategy | RolyPoly Podcast
Integration Strategy & Planning
10 min read

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

How Lindbergh built Italy's first HVAC roll-up — 14 acquisitions, 2x EBITDA effective price, and a mild approach to integration.
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Merger Integration Plan Template: A Practical Roadmap for Roll-Up Operators
Integration Strategy & Planning
12 min

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

Practical merger integration plan template for roll-up operators. Pre-close prep, Day 1 actions, 30-60-90 day milestones, and modular framework to execute acquisitions fast.
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How to Integrate Two Companies After Acquisition
Integration Strategy & Planning
10 min

How to Integrate Two Companies After Acquisition

Learn how to integrate two companies after acquisition with a proven 100-day roadmap. Avoid the 70–90% failure rate with expert tactics for systems, people, and processes.
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Post-Merger Integration Checklist: The Execution Roadmap Serial Acquirers Actually Use
Integration Strategy & Planning
11 min

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.
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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.
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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.
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Acquired Company Onboarding: How to Keep the People You Bought
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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.

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