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Strategic Services

A strategic approach to M&A transition is the best way to achieve alignment of culture, objectives, purpose, values and behaviour.

By involving key stakeholders in developing and implementing your firm’s strategic plan following merger, you will make the best use of available capabilities and resources.

The team at MergeAssist will help you develop and implement a strategic plan to maximise the value of the deal.

Key Projects


Strategic Audit

Review of firm performance including systems and processes, team structure, client management, financial management and business development.


Board of Management

Structure and implementation of a board of management to provide both operational and strategic direction to the firm.


Succession Planning

Support with the development and implementation of the firm’s succession and professional development program.


Branding & Positioning

Development of a consolidated approach to firm branding and positioning, taking into account core and specialist capabilities and interests.


Strategic Planning Workshop

Facilitation of a strategic planning workshop involving key stakeholders to develop a transition plan for the integrated firm.


Resourcing Workshop

Facilitation of a workshop to determine the firm’s approach to resourcing, leverage and capacity management.

We are experts in M&A Transition and Integration