Part I of VII: Overview of Vector Advisory’s Integration Planning Tool
LeAnne Perrine
Managing Director | Vector Advisory Services, LLC
Vector Advisory Services specializes in supporting private equity portfolio companies in growing through M&A. Specifically, we provide cost-effective post-merger integration management to middle-market companies to ensure optimal business combination outcomes to achieve their investment thesis.
Hear directly from a couple of our Private Equity partners (Trivest Partners and Harbor Beach Capital):
Vector Advisory Services has created a complimentary M&A Integration Planning Tool to assist business owners and sponsors in evaluating the important aspects of integrating businesses through mergers and acquisitions (“M&A”). The 25-point assessment tool has been developed to help buyers strategically identify areas of focus and assess resource needs to successfully integrate a business across the following five functional pillars:
- Human Capital, Leadership, & Culture
- Growth (Sales & Marketing)
- Operations
- Technology & Systems
- Finance & Administrative
The team at Vector leverages the Integration Planning Tool to begin discussions with the company’s leadership to gauge the priority of each pillar, level of effort needed, and to identify concerns and opportunities. Once we understand the priorities, we can then deep dive with a more detailed assessment with additional company leadership.
To continually deliver high-quality, efficient solutions for our clients, we also thoughtfully incorporate advanced AI tools into our established methodology. This allows us to streamline research, enhance creativity, and provide even more timely, data informed insights – all while ensuring our experienced team remains at the center of every engagement.
Join us over the next several weeks as we share additional details and perspectives on each of the five functional pillars that are included in the M&A Integration Planning Tool. You can also download and use the tool for yourself on our website here.
Contact us with any questions and for more information about Vector Advisory’s services.
- Part I – Overview of Vector Advisory’s Integration Planning Tool
- Part II – Human Capital, Leadership, & Culture
- Part III – Growth (Sales & Marketing)
- Part IV – Operations
- Part V – Technology & Systems
- Part VI – Finance & Administrative
- Part VII – Recap