Description

A focused course, tailored for you

Building the Post-Merger Integration Advisory Practice for Mid-Market and Mid-Cap Deals (Day 1 Readiness + Cost Synergy + Talent Retention + IT Integration + Risk + Engagement Economics)

Build the post-merger integration advisory practice for mid-market and mid-cap deals in 10 weeks. Day 1 readiness + cost synergy + talent retention + IT integration + risk + engagement economics.

PMI advisory practice has shifted: Day 1 readiness, cost-synergy realisation, talent retention under shifting commercial dynamics, IT integration under AI productivity pressure, regulatory-risk handling, and engagement economics that work. Advisors who build the modern practice take the senior PMI work. Here is the 10-week build.

$199 one-time

Tailored to your situation. Access within 24 hours. 30-day money-back.

Includes a hand-built implementation playbook delivered alongside course access, generated for your specific situation.

Why this course

Post-merger integration (PMI) advisory practice for mid-market and mid-cap deals (boutique PMI specialists, mid-tier transaction advisory firms, fractional CIO/CFO/CHRO transition leaders, Big4 PMI-spinout firms) has shifted in 2024-2026.

Day 1 readiness (operational continuity from close, employee communication, customer continuity, vendor continuity, regulatory notifications), cost-synergy realisation (operational synergy + scale economy + procurement synergy + technology synergy + people synergy under specific tracking framework), talent retention under shifting commercial dynamics (key-leader retention agreements, broader workforce retention, cultural-integration patterns), IT integration under AI productivity pressure (ERP consolidation, CRM consolidation, identity consolidation, data consolidation, AI/automation rationalisation), regulatory-risk handling (HSR antitrust, sector regulator notifications, cross-border filings, foreign-investment-review filings under CFIUS / NSI Act UK / FDI EU / FIRB AU / India FDI rules), CSRD / CSDDD compliance for EU operations, and engagement economics that work for independent practice all need to land at the advisor layer.

Advisors who build the modern practice take the senior PMI work. Advisors who stay on classic 100-day-plan templates watch the senior work shift to peers.

This course teaches the 10-week build of the post-merger integration advisory practice for mid-market and mid-cap deals: Day 1 readiness framework, cost-synergy realisation framework, talent retention framework, IT integration framework, regulatory-risk framework, engagement economics, and the client engagement model. Twelve modules with deliverables. Plus a hand-built implementation playbook for your specific practice and client mix.

What you walk away with

A documented Day 1 readiness framework.
A cost-synergy realisation framework.
A talent retention framework.
An IT integration framework.
A regulatory-risk framework.
An engagement economics framework.
A client engagement model.
A 10-week build plan.

The 12 modules

Module 1. Mid-market and mid-cap PMI landscape 2026

Detailed walkthrough of the mid-market and mid-cap PMI landscape in 2026: deal-flow trends in PE-backed mid-market consolidation, strategic buyer mid-cap acquisitions, cross-border mid-cap deals, Big4 PMI practice positioning, specialist PMI firms (e.g. M&A Partners, Global PMI Partners, IPS Partners, Genelyte, Crosslake, in-house), sector-specific PMI patterns, AI-augmented PMI tooling landscape, regulatory landscape (HSR, EU Merger Regulation, UK CMA, FIRB AU, CFIUS US, NSI Act UK, FDI EU member states, India FDI), and the strategic-level decisions facing independent advisors.

Module 2. Day 1 readiness framework

Build the Day 1 readiness framework: operational-continuity playbook, employee-communication playbook (Day 1 town hall, manager talking points, employee FAQs, Q&A management), customer-continuity playbook (customer Day 1 communication, contract continuation, billing continuation), vendor-continuity playbook (vendor Day 1 communication, contract assumption or rejection, payment continuity), regulatory-notification playbook, IT Day 1 playbook (access continuity, email continuity, communication tools), and the integration with broader transition management. Three Day 1 patterns at peer engagements.

Module 3. Cost-synergy realisation framework

Build the cost-synergy realisation framework: synergy-tracking framework (each synergy with owner, baseline, target, deadline, milestones, actuals), operational synergy tracking, scale-economy tracking, procurement-synergy tracking, technology-synergy tracking, people-synergy tracking, synergy-leakage analysis, synergy-reporting framework, and the integration with broader CFO management.

Module 4. Talent retention framework

Build the talent retention framework: key-leader retention-agreement framework (cash + equity + clawback structure), broader-workforce retention strategy, cultural-integration framework (cultural assessment, integration design, ongoing pulse), management-transition framework, talent-attrition tracking, and the integration with broader CHRO management. Three retention patterns at peer engagements.

Module 5. IT integration framework

Build the IT integration framework: ERP consolidation framework, CRM consolidation framework, identity consolidation framework (SSO + IAM unification), data consolidation framework (data-warehouse unification, master-data harmonisation), AI/automation rationalisation framework, application-portfolio rationalisation, infrastructure-rationalisation, and the integration with broader CIO management. The framework that converts IT integration from cost-overrun risk to synergy generator.

Module 6. Regulatory-risk framework

Build the regulatory-risk framework: HSR (Hart-Scott-Rodino) US antitrust framework, EU Merger Regulation framework, UK CMA framework, FIRB AU framework, CFIUS US foreign-investment framework, NSI Act UK foreign-investment framework, FDI EU member state frameworks, India FDI framework, sector regulator notifications (banking, insurance, telco, healthcare, defence), and the integration with broader regulatory affairs.

Module 7. Sustainability and ESG integration

Build the sustainability and ESG integration framework: EU CSRD integration across combined entity, EU CSDDD integration, US SEC Climate Rule integration, sustainability-target re-baselining, sustainability-strategy harmonisation, and the integration with broader sustainability strategy.

Module 8. Customer integration

Build the customer integration framework: customer-tier framework, customer-experience harmonisation, contract-harmonisation framework, billing-harmonisation framework, customer-success-harmonisation framework, and the integration with broader customer management.

Module 9. Operating model integration

Build the operating model integration framework: organisational-design framework, role-clarity framework, decision-rights framework, governance-cadence framework, performance-management harmonisation, and the integration with broader operating model.

Module 10. Engagement economics

Build the engagement economics framework: pre-close advisory engagement structure, Day 1 engagement structure, 100-day engagement structure, 12-month integration-management engagement structure, retainer engagement structure, success-fee structure, sub-contractor model, AI-augmented productivity, and the practice-economics framework.

Module 11. Client engagement model

Build the client engagement model: client-CEO engagement framework (acquirer + acquired), client-CFO engagement (acquirer + acquired), client-board-of-directors engagement, sponsor (PE or strategic) engagement, executive-business-review framework, and the integration with broader account management.

Module 12. Your 10-week build plan

Week-by-week plan with weekly deliverables. Weeks 1-2: mid-market PMI landscape + Day 1 readiness framework. Weeks 3-4: cost-synergy realisation framework + talent retention framework. Weeks 5-6: IT integration framework + regulatory-risk framework. Weeks 7-8: sustainability and ESG integration + customer integration. Weeks 9-10: operating model integration + engagement economics + client engagement. Deliverable: post-merger integration advisory practice.

How this addresses your situation

Specific modules that map to what you said you are dealing with.

Module 1 covers the landscape.

Module 2 produces Day 1 readiness.

Module 3 covers cost-synergy realisation.

Module 4 covers talent retention.

Module 5 covers IT integration.

Module 6 covers regulatory-risk.

Module 7 covers sustainability and ESG integration.

Module 8 covers customer integration.

Module 9 covers operating model integration.

Module 10 covers engagement economics.

Module 11 covers client engagement.

Module 12 covers the 10-week build plan.

What you get with this course

The 12-module course delivered as text plus downloadable templates.
Templates and worked examples for Day 1 readiness framework, cost-synergy realisation framework, talent retention framework, IT integration framework, regulatory-risk framework, sustainability and ESG integration, customer integration, operating model integration, engagement economics, client engagement model.
A hand-built implementation playbook generated for your specific practice and client mix.
Three worked examples of post-merger integration advisory practices at peer mid-market firms.
Scripted talking points for the acquirer-CEO and PE-sponsor engagement.

What you will have in hand by Day 1, Week 1, Month 1

Day 1: Day 1 readiness framework scaffold drafted.

Week 4: Cost-synergy + talent retention designed.

Week 8: IT integration + regulatory + sustainability + customer + operating model operational.

Week 10: Practice in operation.

Before and after

Before

Your PMI practice runs classic 100-day-plan templates. Day 1 readiness varies engagement-to-engagement. Cost-synergy leakage strains the deal thesis. IT integration overruns budget. Senior PMI work goes to Big4 and specialist PMI firms.

After

A post-merger integration advisory practice is in operation. Day 1 readiness framework, cost-synergy realisation framework, talent retention framework, IT integration framework, regulatory-risk framework, sustainability and ESG integration, customer integration, operating model integration, engagement economics, client engagement model are all designed.

What happens if you do not address this

Advisors without the modern practice lose engagements to Big4 PMI practices and specialist firms. PE-backed mid-market consolidation is accelerating; CSDDD and CSRD add overlay complexity for EU deals.

Who it is for

For independent PMI advisors, principals at boutique transaction-advisory practices, senior consultants at mid-tier advisory firms, and fractional CFOs/CIOs/CHROs in transition roles.

Who this is NOT for. Pure deal-origination advisors without integration scope. Practitioners at firms with no transaction-advisory business. Pure tax-advisory roles without PMI scope.

How it arrives

Text-based course via LMS, plus downloadable templates and worked examples and the hand-built implementation playbook.

Time investment. Roughly 18 hours of reading and 60 to 120 hours of advisor effort across the 10-week build.

Why $199 is the right number

External PMI consultants (Big4 PMI practices like the firm Integration & Separation, the firm Deal Advisory, the firm-Parthenon Integration, the firm Deals Strategy, specialist firms like M&A Partners, Global PMI Partners, IPS Partners, Genelyte, Crosslake, McKinsey Recovery & Transformation, BCG Transactions, Bain Mergers & Acquisitions) charge $500K-$5M for mid-market PMI programmes. $199 buys the focused playbook plus the implementation document for your specific practice.

FAQ

Will this replace hiring a PMI specialist?

Partially. It teaches the modern practice. You may still want specialist input for complex carve-out PMI.

What if my deals are primarily carve-outs (not full M&A)?

Modules 2, 5, and 8 cover carve-out-anchored patterns.

Does this cover PE-backed roll-up PMI specifically?

Modules 1, 3, and 11 cover PE-backed roll-up patterns.

What about cross-border deal PMI (EU + US + UK + APAC)?

Modules 6 and 9 cover cross-border patterns.

What is in the implementation playbook for me specifically?

Day 1 readiness framework tailored to your typical deal type; cost-synergy realisation framework matched to your client mix; a 10-week build plan.

30-day money-back guarantee. If after a week of working through the materials this is not what you needed, reply to the receipt email and a full refund is processed. No questions, no forms.

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.