M&A sell-side support

Deals are often signed on a compelling story, then value is won or lost in the first 100 days.

 

Integration fails when it is treated as an afterthought, a parallel workstream, or a “we’ll work it out” exercise once momentum is gone.

 

The result is familiar: slow decisions, duplicated processes, talent drift, delayed synergies, and in Financial Services, added friction from approvals, client communications, onboarding and suitability requirements, data migration constraints, and third-party provider dependencies.

CGI helps turn a signable deal into an executable integration plan. We focus on value realisation and risk control, not theatre.

 

That means defining what must work on Day 1, what must be stabilised by Day 30–100, and what can be optimised later.

 

We align the integration approach to the deal thesis, so every workstream ties back to measurable value drivers, revenue retention, cross-sell, distribution uplift, cost take-out, or capability build, rather than a generic checklist.

In practice, we establish clear ownership, decision rights, and a governance cadence that forces decisions early.

 

We map the operating reality across people, process, systems, data, and counterparties, identify the “break points” (handoffs, approvals, client touchpoints, operational risk), and build a dependency-led plan with milestones, risk controls, and a decision-grade reporting pack.

 

For Financial Services, we include the additional discipline required around regulatory interactions, client communications, product and platform migration, KYC/AML and onboarding flows, adviser supervision, complaints and conduct risk, and third-party oversight.

You tell the story once, and a single accountable lead stays with the mandate, from integration planning through to mobilisation support.

 

Where legal, regulatory, tax, or specialist technology input is required, we coordinate the right professionals, but keep the process integrated so leadership time is spent on decisioning rather than chasing updates.

If you are acquiring, merging, or restructuring and want value to land quickly without losing control, book a discovery session.

 

We will confirm the deal thesis, identify the integration risks and dependencies, and propose a clear Day 1 / Day 100 plan with governance cadence, KPIs, and accountable workstreams.