Confluence Advisory LLC
M&A INTEGRATION & CARVE-OUT ADVISORY

When companies come together, or come apart, the deal is only the beginning.

Confluence Advisory leads integration and separation work alongside management: governance, operating model, processes, data, and systems, carried from transaction planning through stabilization.

Integration support Carve-out support
WHAT WE DO

Two sides of the transaction. One discipline: getting a changed company to run.

Integration Support

For buyers and merging companies. We take the combined business from signing to a sustainable way of operating: establishing governance, resolving structural decisions, defining the operating model, aligning processes, data, and systems, and transitioning the business to run.

  1. Integration planning and governance
  2. Legal entity and contract structure
  3. Day 1 enterprise readiness
  4. Operating model and organization design
  5. Processes, data, and enterprise systems
  6. Stabilization and transition to run
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Carve-out Support

For sponsors, buyers, and the business being separated. We take the business from signing to standalone operations: establishing the separation model, resolving dependencies, preparing the enterprise for Day 1, separating processes, data, and systems, and exiting transition services.

  1. Separation planning and governance
  2. Transition services and structural dependencies
  3. Day 1 standalone readiness
  4. Standalone operating model and organization
  5. Processes, data, and enterprise systems
  6. TSA exit and transition to run
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APPROACH

From signing to internal ownership

Our work follows a common arc, adapted to where the transaction stands and the size of the deal.

01 · PRE-CLOSE

Establish direction

Confirm transaction objectives, establish governance and decision rights, define workstreams, and surface the structural decisions and dependencies that shape Day 1.

02 · CLOSE

Prove Day 1 readiness

Validate that critical capabilities can operate on Day 1 across people, processes, data, and systems, with clear ownership and evidence behind readiness.

03 · POST-CLOSE

Build the operating enterprise

Resolve the operating model, organization, processes, data, and technology needed to move from transaction close to a sustainable way of operating.

04 · TRANSITION TO RUN

Stabilize and hand off

Implement remaining changes, resolve operational gaps, and transition open workstreams to accountable internal owners once the business is operating sustainably.

HOW WE'RE DIFFERENT

Operators in the room, not observers of it.

Proof, not narrative

Leadership sees readiness tied to evidence and accountable owners, not status prose about workstreams.

Decisions with gates

Every major choice goes to leadership as a clear ask, with the conditions that must hold before commitment and go-live.

Your leaders own the answer

Functional leaders own content and recommendations. We structure, challenge, and connect the pieces.

Hands on the work

We build the mappings, gap analyses, and decision packages ourselves, alongside your team and your other advisors.

REPRESENTATIVE WORK

Selected experience

Engagements led by our principal, including work prior to founding Confluence Advisory.

CARVE-OUT · TECHNOLOGY

Separation of a business from its corporate parent

Implementation leadership alongside management across systems, finance processes, and people, through transition to internal owners.

INTEGRATION · PROFESSIONAL SERVICES

Integration of two services businesses

Integration Management Office leadership across governance, Day 1 readiness, and operating model design.

CARVE-OUT · DATA & SYSTEMS

Data migration readiness for a sponsor-backed carve-out

Led data readiness planning to move critical data into the new company's systems with clear ownership and sign-off.

INTEGRATION · CONSUMER PRODUCTS

Operational integration of an acquired brand into a regulated, multi-market business

Led operational integration planning across the acquired brand and broader enterprise, aligning operating responsibilities, processes, and enabling systems.

Beyond the transaction

The disciplines that make integrations and carve-outs work also apply to portfolio companies undergoing significant operational change. Confluence can support operating model, enterprise systems, and cross-functional transformation where senior, hands-on leadership is needed.

Discuss a portfolio company →

Have a deal in motion?

Whether you're weeks from signing or already past Day 1, a short conversation will tell you where the risk sits.

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