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Integration
Intelligence
How we assess, mitigate and plan your acquisition success
using deep expertise and unparalleled agility
Play
01  —  Kick-off call
You brief us.
Deal background, strategic intent, timeline, and what a successful integration looks like for you.
🔒portal.integration-intelligence.com/upload
Integration Intelligence 🔒 Deal ref: TGT-2025-0092
Deal Brief
2
Documents
3
Survey
4
Reports
Upload Deal Documents
Upload the documents you have available. We will process them and ask targeted follow-up questions.
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Drag and drop your documents here
PDF, Word, Excel and CSV accepted
Browse files
🔒End-to-end encrypted · Documents are not shared with third parties
Documents
Upload your deal documents to a secure zone.
🔒portal.integration-intelligence.com/documents
Integration Intelligence 🔒 Deal ref: TGT-2025-0092
Deal Brief
2
Documents
3
Survey
4
Reports
Documents received
7 documents processed. The engine is analysing your deal.
📄Information_Memorandum.pdf✓ Ingested
📄Confidential_Information_Memorandum.pdf✓ Ingested
📊Organisation_Chart.xlsx✓ Ingested
📊HR_Data_Export.xlsx✓ Ingested
📄Financial_Statements_FY24.pdf✓ Ingested
📄IT_Infrastructure_Survey.pdf✓ Ingested
📄SPA_Draft_v3.pdf✓ Ingested
✓ Uploaded
Documents ingested in seconds
IM.pdf
CIM.pdf
Org Chart
HR Data
Financials
IT Survey
SPA Draft
02  —  Engine Analysis
The engine goes to work.
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Integration patterns in our library
Deal specific
Patterns risk-scored across your transaction
Every pattern assessed. Every risk flagged. Fast.
🔒portal.integration-intelligence.com/survey
Integration Intelligence 🔒 Deal ref: TGT-2025-0092
Deal Brief
Documents
3
Survey
4
Reports
A few targeted questions
Based on your documents, we have identified areas where we need more detail. Question 4 of 9.
People & Organisation
How are HR and payroll functions currently structured across the target? Are any shared with the parent entity?
Standalone — fully separate from parent
Partially shared — some shared services remain
Fully shared — relies on parent entity
4 of 9
Client Survey
Targeted questions
We ask where we need more.
No guesswork. No generic checklists.
03  —  Benchmarks & knowledge
Our proprietary data goes in.
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Benchmarks from comparable transactions
Deal comparables reviewed
Integration success metrics benchmarked
Day-1 readiness indicators assessed
Experience library cross-referenced
04  —  Board & Management Reports
The reports get written.
Board Report
For the board
Detailed Management Brief
For the integration team
Adviser sign-off at every stage
🔒portal.integration-intelligence.com/reports
Integration Intelligence 🔒 Deal ref: TGT-2025-0092
Deal Brief
Documents
Survey
4
Reports
Your reports are ready
Two reports have been prepared. Both are available to download immediately.
📋
Board Report
Risk summary, key findings and integration readiness assessment. Designed for board and investor audiences.
PDF · 28 pages · Prepared 03 Sep 2025
⬇ Download
📘
Detailed Management Brief
Full findings, workplan, risk-rated actions and Day-1 readiness assessment. Structured for the integration team.
PDF · 84 pages · Prepared 03 Sep 2025
⬇ Download
PDF ready
Your reports. Ready in hours, not weeks.
Download, review, and prepare your team.
EXAMPLE
EXAMPLE
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Insight. Advice. Assessment. Confidence.
Risk-rated findings prioritised for action across people, systems, operations, culture and day-1 readiness.
05  —  Walk-through
We take you through it.
You leave ready to act with confidence immediately.
Integration
Intelligence
integration-intelligence.com
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