Merger and Acquisition and Post Merger Planning Services

Unlock growth with clarity before and after the deal. Strativera helps businesses navigate the merger and acquisition process with strategic rigor—from due diligence and risk assessment to post-merger integration planning.

What We Deliver

Build Strategic Advantage Across the M&A Lifecycle

At Strativera, we support businesses, investors, and executive teams across the full merger and acquisition lifecycle. Whether you’re evaluating a potential acquisition, preparing for exit, or integrating a newly acquired entity, our M&A services help you identify risk, align strategy, and unlock long-term value.

From front-end due diligence to post-merger integration, our approach ensures alignment between financial opportunity and operational reality. We provide the clarity, coordination, and cross-functional planning needed to turn M&A into a growth accelerator—not a distraction.

We partner with clients to:

  • Conduct due diligence and risk assessment to inform deal strategy

  • Evaluate operational readiness and integration complexity

  • Align leadership teams on post-merger goals, milestones, and KPIs

  • Build integration plans across systems, people, and processes

  • Establish financial and operational baselines for post-close tracking

Our proven frameworks and cross-functional collaboration reduce deal risk and ensure that the strategy behind the deal is executed with precision after the ink dries.

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MA Thumbnail

At Strativera, we support businesses, investors, and executive teams across the full merger and acquisition lifecycle. Whether you’re evaluating a potential acquisition, preparing for exit, or integrating a newly acquired entity, our M&A services help you identify risk, align strategy, and unlock long-term value.

From front-end due diligence to post-merger integration, our approach ensures alignment between financial opportunity and operational reality. We provide the clarity, coordination, and cross-functional planning needed to turn M&A into a growth accelerator—not a distraction.

We partner with clients to:

  • Conduct due diligence and risk assessment to inform deal strategy

  • Evaluate operational readiness and integration complexity

  • Align leadership teams on post-merger goals, milestones, and KPIs

  • Build integration plans across systems, people, and processes

  • Establish financial and operational baselines for post-close tracking

Our proven frameworks and cross-functional collaboration reduce deal risk and ensure that the strategy behind the deal is executed with precision after the ink dries.

What Business Leaders Say About Strativera

Verified client reviews collected on Clutch — executives, founders, and growth teams share their experience working with Strativera.

Our Merger and Acquisition Services Include:

  • Analyze operational, market, and revenue risks during deal evaluation

  • Support M&A due diligence consulting with financial, customer, and competitive insights

  • Identify cultural, process, and systems risks that impact post-merger success

  • Evaluate organizational readiness for acquisition or integration

  • Assess strategic alignment between entities across product, people, and operations

  • Recommend deal structures and transition planning approaches

  • Develop cross-functional integration plans with clear accountability and timelines

  • Align culture, systems, and processes to ensure smooth operational transition

  • Support change management and internal communications during integration

  • Prepare business functions for investor scrutiny or acquisition targeting

  • Build documentation, KPIs, and strategy decks to support valuation

  • Identify and shore up operational gaps prior to buyer or seller outreach

Who This Is For

Client Outcomes

How We Drive M&A Success

At Strativera, we apply our proven four-phase framework to the merger and acquisition process, ensuring every deal is grounded in data, aligned across teams, and engineered for long-term value creation. From due diligence through post-merger integration planning, we help leadership teams de-risk decisions, accelerate synergies, and turn strategy into scalable execution. Each phase ensures clarity, cohesion, and confidence—so your transaction doesn’t just close, it succeeds.

Diagnose

We begin by conducting comprehensive due diligence and risk assessment across financials, operations, GTM strategy, and technology. This phase uncovers both risks and synergies, surfaces market opportunities, and evaluates organizational structure, talent, and cultural alignment. Our commercial analysis provides leadership with a clear view of what’s working, what’s not, and where post-deal planning must focus to protect value and unlock upside.

Design

Once the baseline is established, we co-create a strategic integration and growth plan tailored to your specific goals. This includes developing a post-merger revenue roadmap, designing your integration playbook, and aligning on communication plans and cultural unification. We define your future-state org model and establish clear governance and KPIs to ensure cross-functional execution remains accountable and transparent.

Execute

Execution is where strategic intent becomes operational reality. We guide implementation of the integration plan, working side-by-side with your teams to activate GTM initiatives, unify systems and tools, and roll out role clarity across departments. Throughout the process, we drive accountability and performance visibility, ensuring your integration milestones are met and every team is equipped to deliver on the deal thesis.

Optimize

Following integration, we remain focused on performance refinement and long-term scalability. We monitor KPIs tied to revenue performance, cost synergies, and culture integration, and evolve your systems based on real-time learnings. This phase ensures your post-merger organization remains agile, aligned, and ROI-positive—while institutionalizing repeatable processes for future M&A activity.

Let’s build what’s next—together.

Our clients are our partners. Together, we create clarity, drive momentum, and deliver measurable growth.

Frequently Asked Questions:

Strativera offers merger and acquisition services for every stage of the M&A process. This includes planning, due diligence, and post-merger integration. We support leadership teams in evaluating acquisition targets, assessing risk and value alignment, designing integration strategies, and executing plans across departments. Our approach blends financial, operational, and cultural insights to ensure deals are both strategic and scalable. We also focus on post-merger planning. We align GTM, RevOps, and organizational design to increase long-term value.

We follow a proven four-phase M&A process: Diagnose, Design, Execute, and Optimize. In the Diagnose phase, we evaluate strategic fit, surface risks, and conduct commercial due diligence. During Design, we craft integration plans, future-state org models, and clear governance frameworks. In Execute, we activate cross-functional integration across GTM, product, systems, and people. The Optimize phase ensures performance is tracked, refined, and aligned with long-term business goals. This process ensures every deal has a path to measurable ROI—not just financial closure.

Due diligence is essential for uncovering hidden risks, validating growth assumptions, and ensuring financial and operational alignment before a deal is finalized. Without it, companies risk overpaying, missing integration issues, or inheriting liabilities. Strativera’s due diligence process goes beyond financials—we assess market dynamics, competitive positioning, cultural alignment, revenue models, and GTM readiness. This enables clients to make informed decisions and negotiate from a position of strength.

Our due diligence process is comprehensive and multidisciplinary. We examine revenue performance, customer segmentation, GTM infrastructure, operational workflows, financial KPIs, systems integration feasibility, and leadership capabilities. For B2B companies, we also assess sales pipeline health, pricing models, and RevOps maturity. Each diligence engagement ends with a risk assessment matrix and a growth opportunity map. These tools help stakeholders understand what the deal allows and what is needed for success.

Strativera applies a structured risk assessment framework during due diligence that evaluates deal risks across financial, operational, cultural, and strategic dimensions. We quantify exposure areas such as customer churn risk, underperforming revenue streams, integration complexity, tech stack compatibility, and team misalignment. Each risk is scored and linked to strategies for reducing it. This also includes who is responsible. This way, leaders can address gaps before and after the deal closes.

Yes. Strativera works with both buy-side and sell-side clients. On the buy side, we support diligence, strategic evaluation, and integration planning to ensure acquisitions drive long-term value. On the sell side, we help companies get ready for an acquisition or exit. We do this by improving revenue operations and reporting. We also create the materials and stories needed to show a clean, scalable business to potential buyers. In both cases, we bring a disciplined process to reduce surprises and accelerate deal confidence.

Strativera specializes in M&A strategy for B2B companies across SaaS, technology, healthcare, manufacturing, eCommerce, and professional services. We are especially good in private equity-backed settings. Here, deals happen fast, and operations need to integrate quickly. Our expertise in revenue operations, GTM strategy, and organizational alignment makes us a valuable partner during both acquisition and integration phases.

Post-merger integration planning is the process of aligning people, systems, operations, and strategy following a merger or acquisition. Without a structured integration plan, businesses risk cultural clashes, customer churn, operational inefficiencies, and delayed synergy realization. Strativera creates playbooks for integration. These playbooks focus on GTM execution, RevOps alignment, team structure, and communication. This helps ensure your deal leads to real business results, not just a closed deal.

We ensure a smooth transition by aligning integration planning with strategic goals from day one. Our team collaborates with different stakeholders to implement revenue plans. We simplify our technology tools, define team roles, and monitor performance against key milestones. We stay involved during integration to fix problems, track KPIs, and support change management. This helps keep momentum going and reduces disruption.

The earlier, the better. Involving Strativera before a letter of intent helps you test the deal idea. It also lets you check your assumptions and create a clear plan for integration. Our insights during early diligence and planning reduce surprises and improve negotiation positioning. If you are already in a deal or have closed one, we can still help. We can design and implement effective strategies for integration and growth.