Transaction Services

Bring rigour, structure and planning to your acquisition and post-deal integration in the middle market and beyond

Meaningful results

With a proven track record of delivering in challenging circumstances, we bring real world experience to your deal with experience in transactions in the middle and public markets.

Leadership across borders

We are proud of our achievements managing dedicated teams locally and across borders. We are comfortable leading as your boots on the ground no matter which country, state or province our clients are headquartered.

Managing at scale

Our strengths are in our ability to produce results with wide-ranging impacts to thousands of stakeholders (8,000 – 15,000 impacted staff members).

 Our Buy-side Services

M&A Integration Management Offices

Deploy a headquarters to drive, measure and report on M&A integration progress

M&A Integration Health Checks & Playbooks

Development of a Day 1 and 100 Playbook designed to provide an immediate view of critical path activities, projects and programs to improve delivery confidence.

Second Wave Integration Management Offices

Deploy a “Second Wave” office to execute integration plans based on current-day integration objectives

M&A Integration Management Offices (IMO)

TSGI establishes an IMO staffed with M&A integration experts on client premises with the overriding objective of making your transaction a success. An IMO is a temporary organization with the authority and responsibility of developing and executing an effective transaction strategy and is most effective starting at the early stages of the pre-announcement phase through to the successful completion of the transaction. Key activities include:

  • The IMO establishes a governance structure to align projects, people, process, and systems with integration objectives
  • The IMO drives the pace and development of overall integration plans, including all integration projects, resource plans, corporate structure/restructuring plans, communications plans, and stakeholder plans
  • The IMO isolates and captures all integration related expenses under one cost umbrella for easy tracking and reporting
Second Wave Integration Management Office

Sometimes, organizations don’t get the post-transaction integration right the first time. You’ve invested millions or billions of dollars in a business, and your stakeholders are losing confidence in the current state of the poorly integrated state of the newly combined company.

Inside and outside forces (ie legal, regulatory, political) may make it difficult to integrate fully in the first 100 days post-transaction:

  • Optimizing the integrated organizational structure is a challenge due to concerns over business continuity or political sensitivities
  • Achieving total consolidation of back office functions and support staff is unpopular and difficult
  • Structural/legal challenges in property, plant and equipment, long term leases or selling properties, privileged vendor relationships

Post-Transaction Audit Services

Post-Transaction Cyber Security Audit

  • Eliminate the inherited liabilities of poorly integrated IT systems
  • Cost reduction: reduce unforeseen expenses required to bring the integrated company’s security up to required minimums
  • Identify and resolve your Cyber vulnerabilities
  • Limit your risk to current threats, such as Data kidnapping and Cyber Ransomware 
  • Reduce data breaches through an enhanced Data Security Controls Framework
  • Recommend cyber security best practices, Data Policies and build an enterprise-wide Cyber Secure Culture

Post-Transaction IT System Audit

  • Lead a system-wide IT audit to determine duplicate and legacy systems and all related processes
  • Develop an IT integration plan, with the goal being to optimize and resolve all problems, risk dependencies and properly integrate networks and IT infrastructure
  • Place a laser focus on Data Quality and accurate Business Intelligence and reduction in your IT Risk profile
  • Migrate data, networks and systems from “life support” legacy systems to sustainable, secure solutions
  • Wind-down inherited, unnecessary, zero-value and/or duplicate vendor contracts

Post-Transaction Business Process Audit

  • An enhanced-scope process audit allows the integrated company to fully understand the performing and non-performing of its critical processes
  • By exposing Gaps and inefficiencies, TSGI can make recommendations to consolidate performing functions into a common core of effective business processes
  • With a common core in place, the organization can focus on its highest-value activitiesknowing the basics are done right, metrics and measures are accurate, and truly focus on delivering operational excellence