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CONSEIL·LAB
Change & Growth

M&A Integration & Carve-out

The case that funds an integration or carve-out on synergy captured and risk retired, with numbers a deal committee trusts.
01What it is

Integration and carve-out work is where deal value is won or lost. The stakes are high and the timeline unforgiving, so finance wants synergy, cost and risk quantified and sequenced. We build the case that funds the integration properly.

02When a business case is required
A deal has closed or is closing and integration needs funding and sequencing.
Synergy targets need grounding in real cost, not the deal model.
A carve-out needs its stranded-cost and separation math.
A steering or deal committee gate stands in the way.
A transition-services deadline forces decisions.
03What we build into the case
A baseline: current combined or separated cost, stranded cost, and integration risk.
A benefit model in synergy captured and risk retired, grounded in operations, not the deal model.
Option analysis across integration approaches and sequencing, against the baseline.
Cost, timeline pressure, and risk-weighted scenarios.
A named integration owner.
04What you walk away with

The full roadmap. Phased implementation with gates, the tooling, and the roles to staff each phase, so the client sees exactly what they are getting into and how it gets done. That clarity is what turns a maybe into a yes.

The presentation

A board-ready deck

The case built to present, in your template and under your brand, that carries the number through the committee. We build it, and where it helps we are in the room with you.

The project document

A living project memory

The case written in full and structured to load into Microsoft Copilot. Mid-project, anyone can ask why a decision was made or what a number rests on and get the answer from the case itself. It stops being a document that dies at approval.

05The benefit
Funded, not deferred
The work gets approved this cycle instead of parked another quarter.
Priced fixed
You bid the outcome, not a day rate that races to the bottom.
Higher-value work
You sell the transformation, not the headcount.
CFO buy-in on record
A number the finance function signed off, to point to at every later gate.
The client has a map
They walk in knowing the path, which is what makes them commit.
Delivered as yours
Your brand, your relationship. We never appear as a vendor.
06The cost of not doing it
Integration is under-funded and the synergy never lands.
Stranded cost outlives the carve-out.
Sequencing is driven by deadline, not by value.
With no grounded baseline, the deal model's numbers go untested.
The transition-services agreement lapses before the work is done.
07Proof

Delivered across tier-1 Canadian financial services and insurers.

Client names are confidential and never disclosed. The track record is anonymized for exactly that reason.

See if it fits

Want to see what a m business case looks like?

A quick, no-pressure call to see if this is a fit for your firm. Bring a live account if you have one; you do not need to.

Book a fit callsales@conseillab.com