Strategic Advisory
Close happened and nobody is tracking the deal case
Sponsors need a weekly or monthly view of the KPIs and synergies they paid for, in the same shape as the deal model.
Book a callWhat's included
- KPI definitions and a KPI pack mapped to the deal model
- Synergy and integration finance tracking
- Integration scope, timing and budget checked against the underwriting case
- A cadence the operating partner and CFO can run after we leave
How it runs
How it's priced: Fixed-fee setup, optional monthly retainer
Map the deal case
We pull the KPIs, synergies and assumptions the investment was underwritten on.
Build the pack
A KPI and synergy pack in the shape of the deal model, fed by the company's own reporting.
Run the cadence
Weekly or monthly updates with the variance explained, until your team takes it over.
How we keep you updated
- A written status note every week, and a call when something needs one
- You review the draft before anyone else sees it
- A call before findings are shared
- Findings that affect price come with one clear recommendation
Who it's for
At FTI I tracked Day-1 and Day-100 KPIs against the deal model and worked with integration teams on scope, timing and budget. I track the deal case. The integration plan stays with your team.
Sushil Krishnan (Soosh), Founder
Ready to talk through the engagement
A short intro call to see if this is the right work.