Helping you secure lasting value

Our integration and separation (I&S) professionals work closely with you helping you address critical areas within the deal process, such as:

Supporting pre-deal due diligence for an early view of I&S approaches, key risks, synergy opportunities, and deal value drivers
Conducting synergy assessments with assistance from evaluation to sustained value capture
Protecting business continuity and reducing disruption during the transition phase
Planning for I&S readiness, to attain operational integrity on Day 1 and beyond
Establishing a structured deal management process and providing necessary tools, while aligning with I&S strategy and principles
Creating a program strategy and governance process to achieve integration and synergy targets.

Delivering support

Lifecycle

Sector variables

Functional experience

border_color

Pre-sign

During the pre-sign phase, the emphasis is on due diligence to confirm initial findings, establish a foundation for execution, and negotiate / sign the deal. Potential support may include:

Due diligence support
Standalone cost and ‘red flag’ assessment
Identification of strategic intent and key value drivers (e.g., preliminary / top-down synergies)
Development of execution approach and preliminary timeline (e.g., execution readiness framework and guiding principles)
Identification of preliminary operational risks and issues
Transitional service agreement (TSA) support
Integration / separation program governance and management.

design_services

Sign-to-close

As the deal phase progresses, the focus shifts to preparing and completing execution planning in readiness for deal close, including:

Launch of execution program with key workstream leads (e.g., program kickoff and workstream charters)
Entanglement identification and log
Current state, Day 1 / interim state, and target operating model
Bottom-up synergy assessment
Organizational design
Pre-close, Day 1 readiness, and post-close plans
Synergy opportunity list and dashboard
TSA considerations and governance
Change management and communications planning
Execution roadmap and deal scorecard
Preparation for Day 1 cutover
Functional conversations and deal support.

assignment_turned_in

Post-close

During this phase, we can help you realize deal value, by developing an execution plan aligned with the deal thesis and driving towards the targeted outcome. We work with you from Day 0 to Day 100, tackling key issues, reducing surprises, identifying synergies throughout the process, and stabilizing operations. Support may include:

Day 1 and post-close execution
Post-close hyper-care support
TSA administration
Functional / workstream support
Execution on post-close task plans
Capturing and tracking synergies
Capturing and tracking stranded cost
Post-close optimization identification and implementation.

Sector variables

With our multi-disciplinary approach and extensive, practical industry knowledge, KPMG firms can help clients meet challenges and respond to opportunities:

local_grocery_store

Consumer Goods & Retail

Enhancing brand loyalty, optimizing distribution efficiency, and increasing market responsiveness, helping your business stay agile and competitive in a dynamic marketplace.

settings_input_antenna

Technology, Media, & Telecom

Deal value is often driven by user experience and customer engagement, product differentiation and geographic expansion and scalability.

account_balance

Financial Services

Centered around robust risk management, building customer trust, and achieving regulatory compliance, to secure and grow your business.

electric_bolt

Energy, Natural Resources, & Chemicals

Addressing environmental and safety regulations, operational continuity and infrastructure management.

factory

Industrial Manufacturing

Improving business performance by leveraging industry knowledge and technology to drive growth, manage costs, and enhance customer experience. We focus on issues like aligning back offices, shop floors, and supply chains, and using data analytics and automation to optimize processes.

health_and_safety

Healthcare & Life Sciences

Adherence to quality and regulatory requirements and supply chain management are critical deal considerations. Differentiators may include research and development (R&D) and intellectual property (IP) management, and maintaining ongoing clinical trials.

gavel

Government

Key considerations include effective implementation of policy frameworks, trust and transparency, streamlined processes, and accessible delivery.

Functional experience

Our subject matter professionals bring a unique blend of industry & deep functional experience supporting transaction delivery based on leading practices. Understanding your complex functional processes, systems, data, tools and people is where your most protected value resides. Our center of excellence spans from end-to-end functional areas like finance, HR, Procurement, Supply chain, Sales, Operations, Legal and R&D. Some of them are described below.

psychology

Human Resources

Key focus areas include recruiting, talent management and retention of key talent, payroll and benefits analysis, alignment of organizational culture to drive sustained employee engagement, and communications / change management.

smart_toy

IT

Supporting systems integration or separation, cybersecurity, data retention and transfer, cutover and go-live readiness, network access, infrastructure requirements, and hyper-care.

savings

Finance

Support includes financial planning and analysis, accounting, treasury, internal audit, tax, systems management and finance strategy.

manage_accounts

Operations

We can help with operational continuity, supply chain management, and logistics and warehousing.

monetization_on

Pricing & Commercial Strategy

Helping clients gain competitive advantage by creating and executing winning pricing strategies that foster innovation and drive sustainable impact.

savings

Working Capital

Effective cash flow forecasting, inventory management, and receivables collection, to strengthen your financial flexibility and liquidity.

Note: Centers of excellence support and services may depend on local region availability.

Our value-driven approach and delivery

Through a structured, professional approach, we can help you deliver long-term value and reduce risk, while maintaining a continuous process throughout the transaction lifecycle. Through effective operational planning and execution, KPMG firms leverage our I&S Advisory network to achieve a successful delivery. This requires coordination across various aspects of the deal.

A trusted advisor and known leader

We bring relevant experience and guidance to execute on what is most important – while maintaining focus on the people, processes, data, tech solutions, and ways of working that are designed to deliver outcomes that matter and can be measured.
An integrated team working at deal speed

Our integrated, cross-functional approach helps drive positive change, powered by our tools and capabilities to plan, execute, and sustain the outcomes sought by you and your stakeholders. And, by working closely across our global network, KPMG firms can help implement cross-border transactions and provide practical, hands-on delivery.
A holistic approach to integration planning and execution

We recognize that acquisitions and divestitures are complex and focus on preserving and delivering value through the completion of a transaction and beyond. Our framework considers operational insights, the imperative of control, and evaluation of culture and personnel, taking into account deal-specific nuances such as joint ventures, carve-outs, etc.
Next-level, global insights using advanced analytics and data science

KPMG firms have invested in technology, data, and analytics on a global scale to serve clients in all sectors. Our library of proprietary and external data sets is designed to bring access to real-time and high-frequency data, enabling us to uncover the key indicators of potential value and insights.
Execution power

Our teams have extensive I&S experience and takes a holistic view of execution power. We tackle required changes to the business and operating models, while retaining focus on the one-time and recurring financial impact during and after the transaction – while understanding the deep cultural and change aspects of the transaction.

Our insights

KPMG takes a value-focused approach to due diligence that integrates global methods and sector-specific drivers, offering holistic insights for confident decision-making.