Buy-Side Advisory Services
Sell-Side Advisory Services
Pre-Acquisition Services
Post-Acquisition Services
M&A Advisory Services
Post-Acquisition Advisory Services
Much has been written about why some mergers work while others do not yield intended results. Schwartz Advisors works with clients to develop comprehensive acquisition integration "road maps" that contribute to the success of mergers.
Our Post-Acquisition Services Include:
- Create thorough integration plan before a transaction is completed to addresses incorporation of different systems, processes, procedures, and most importantly – different corporate cultures.
- Identification of overlapping functional services between acquisition target and acquiring company; perform assessment of needs and recommend which systems to move forward with
- Develop project status reports, budgets, personnel needs assessment, operating plans, and other functional requirements for integration project
- Provide documentation on all integration services
- Implement communication plan to encourage retention of key employees and key customers