Mergers & Acquisitions

Independent management consultants specializing in mergers & acquisitions

Independent management consultants in the Umbrex community have experience across each stage of the M&A process, from analyzing a market to commercial due diligence and on through post-merger integration. Over 90% of our mergers and acquisitions consultants are alums of McKinsey, Bain, or BCG. The majority also have M&A experience in industry roles.

How we help clients with mergers & acquisitions

Rapidly generate deep insights on acquisition target

Understand market size, competitors, customers, suppliers, and industry trends

Plan for Day One and then lead Integration Management Office

Design governance and operating model for joint ventures and alliances

Develop and execute plan to carve out a business unit from its parent

Request the Umbrex Post-Merger Integration Playbook

Download our free PMI playbook that includes more than 150 detailed checklists on every aspect of PMI, from planning and due diligence to legal and compliance.

The Umbrex Post-Merger Integration Playbook - vertical

Mergers and acquisitions experience at top firms such as:

Strategy & Business Development

Business Development Director

Manager Business Development

Director, Business Development

Manager, Business Development

Director, Business Development

Sr. Manager, Business Development

Head of Business Development

Principal, Mergers and Integrations

Manager, Business Development

Industry examples of mergers & acquisitions projects

Aerospace & Defense

Managed a $700M acquisition for a $13B aerospace company.


For a $12B agri-biotech company, integrated two main business units after merger. Led the integration of all internal systems and processes, including R&D, IT, supply chains, marketing, and sales.

Consumer Packaged Goods

For a Fortune 100 CPG company, led seven acquisitions across multiple categories in personal care, foods, and homecare businesses.

Financial Services

Developed the integration plan for a European bank merger, leading to €1B in cost reductions.

Metals & Mining

Initiated, led, and closed deals worth over $5B for metals and mining company. New assets generated over 25% of company profits.

Oil & Gas

For a global oil company, managed the operational divestment of three companies within Africa.


Advised on the successful $60M cash acquisition of a cloud-based AI technology platform for a UK-based private equity firm.

Travel & Logistics

For a leading ride sharing company, led execution of a $200M acquisition of a bike sharing company.

What clients say

Insights on mergers & acquisitions from our podcast:


M&A at Scale

Raghav Nandagopal


M&A Advisory

Paul Cuatrecasas


PE Due Diligence

Kit Lisle

Insights on mergers & acquisitions from our members:

March 7, 2021
How to Become a Champion of Change Thought Leadership

How to Become a Champion of Change

Caroline Taich shares a  post on change and the skills you need...

March 6, 2021
An Informative Infographic on Pricing Thought Leadership

An Informative Infographic on Pricing

Ian Tidswell shares pricing information on creating and capturing value in...

March 5, 2021
Key Steps to Developing the Personal Brand  Thought Leadership

Key Steps to Developing the Personal Brand 

Susan Hamilton Meier was recently interviewed on The Whole Person Podcast...

Useful resources on mergers & acquisitions recommended by our members

  • National Association of Corporate Directors
  • Society for Corporate Governance
  • International Corporate Governance Network
  • Business Roundtable
  • The Handbook of Board Governance: A Comprehensive Guide for Public, Private, and Not-for-Profit Board Members 2nd Edition
  • A Carver Policy Governance Guide, The Policy Governance Model and the Role of the Board Member 2nd Edition
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How to get started


Tell us about your project


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