Integration Case Studies

Integration of a PE-Backed Healthcare SaaS Acquisition

Client: Private Equity Firm + Portfolio Company (Healthcare Technology)

Deal Type: Add-on Acquisition

Scope: Full integration planning and execution across IT, HR, Finance, and Customer Success

Timeline: 6-month post-close integration

Value: $90M transaction

🔹 The Challenge

The PE-backed platform was acquiring a regional SaaS provider to expand its product suite and client base. Despite strategic fit, the integration posed significant risks: legacy systems, siloed teams, cultural misalignment, and tight post-close timelines.

🔹 Our Role

Creston Advisory was brought in pre-close to define the integration thesis, establish a Day 1 playbook, and launch an Integration Management Office (IMO). We provided functional leads across IT, HR, and Customer Ops, tracked synergy realization, and supported executive alignment throughout the process.

🔹 The Outcome

• Delivered Day 1 readiness across all business units
• Consolidated IT platforms within 90 days
• Realized 95% of synergy targets within 6 months
• Achieved full customer success team alignment in under 100 days

Client Testimonial

Global Integration of Industrial Manufacturing Acquisition

Client: Fortune 1000 Industrial Manufacturing Company

Deal Type: Cross-border Strategic Acquisition

Scope: Global post-merger integration with a focus on Finance, IT, and Supply Chain

Regions Covered: North America, EMEA, Southeast Asia

Timeline: 9-month integration program

Value: $450M transaction

🔹 The Challenge

The client acquired a European manufacturing firm to expand its footprint and enhance supply chain capabilities. Key risks included ERP incompatibility, fragmented reporting structures, and lack of integration playbooks across global business units.

🔹 Our Role

Creston Advisory led the global integration program by establishing a centralized Integration Management Office (IMO), aligning regional and corporate stakeholders, and deploying functional leads in Finance, IT, and Supply Chain. We also implemented a phased ERP integration strategy and created synergy tracking dashboards.

🔹 The Outcome

• Achieved full ERP cutover in North America and EMEA within 6 months
• Realized $22M in synergies (logistics, vendor consolidation, shared services)
• Standardized financial reporting and accelerated close cycles
• Improved supply chain visibility and unified sourcing across business units

Client Testimonial

Integration of a High-Growth SaaS Platform Roll-Up

Client: Growth Equity Firm + SaaS Platform Company

Deal Type: Multiple Add-On Acquisitions (Roll-Up Strategy)

Scope: End-to-end integration leadership across five back-to-back acquisitions over 18 months

Focus Areas: Operating model alignment, system consolidation, HR harmonization
Value: $200M+ in cumulative transactions

🔹 The Challenge                                                       

The client was executing a rapid roll-up strategy in the B2B SaaS space. While the deals were accretive, the pace of acquisitions strained internal teams. Each company had its own systems, culture, pricing models, and org structure — with no centralized integration playbook in place.

🔹 Our Role

Creston Advisory was brought in as the firm’s outsourced integration function. We developed a scalable integration playbook, stood up a centralized Integration Management Office (IMO), and deployed workstream leads for each function. We aligned product teams, consolidated GTM strategies, and helped the platform mature its back-office infrastructure.

🔹 The Outcome

• Unified core tech stack (CRM, ERP, HRIS) across five companies
• Aligned pricing, contracting, and billing processes within 100 days of each acquisition
• Reduced integration cycle time by 40% from first deal to fifth

Enabled leadership to scale without losing control of the integration pace

Client Testimonial