Struggling to Align Client Teams After the Deal? You’re Not Alone.

Up to 90% of M&A Deals Don’t Deliver – Weak Relationship Visibility Is to Blame.

Many post M&A integrations fail – not because of poor strategy, but due to fragmented client data. This guide shows how to simplify post M&A integration by protecting client relationships and aligning teams around client insights from the outset.

When no one knows who owns the client relationship, deals unravel fast. Outreach gets duplicated. Clients feel ignored. And cross-firm collaboration stalls before it starts. Without full visibility into key connections, even the strongest M&A strategy can fall apart post-close.

What this guide delivers

Map and connect client relationships across merging firms, before and after Day One

Avoid redundant outreach and align teams for seamless transition

Auto-enrich contact and CRM data with zero manual cleanup required

Ready to see what effective post M&A integration looks like in action?

Explore how firms onboard new hires, align client relationships, and uncover cross-selling opportunities across the combined organization – all in just 90 seconds.

What firms are seeing with Introhive

What our customers say

Harbour

“Senior managers immediately got Introhive licenses right away, which meant... I didn’t have to ask, ‘Do you have a spreadsheet of all your clients and contacts?’ …We don’t need that spreadsheet anymore; Introhive pulls the information directly for us. It’s the quickest and easiest way to collect data.”

– Beth Moore, Chief Marketing Officer

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Blue & Co LLP

“We bring Introhive to the target firm early to assess their relationships.... With our Detroit acquisition, the culture aligned and their relationships were excellent and we saw ROI in less than a year.”

– Chief Growth Officer, Blue & Co LLP

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How has Introhive driven M&A success? Just ask: Forvis Mazars | CBIZ | Wilson Allen | Blue & Co LLP... | Moss Adams | Fennemore | TKO

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“The return has been remarkable.”

See how professional services leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while strengthening client relationships during uncertain economic times.

“Implementing Introhive was one of the simplest we’ve come across.”

“It almost seemed too good to be true.”

“We now have a 97% data accuracy rate for our CRM systems which is pretty unique.”

“It’s up to date, it’s timely, it’s clean, it’s correct, it’s frictionless and it doesn’t require the fee earners or the admin support to put any manual effort into the process.”

“It’s far easier to sell to someone where you have a warm relationship versus a cold one. The insights we get from Introhive add real value to our firm.”

Frequently asked questions

How does effective post M&A integration impact client growth and retention?

It protects key relationships from getting lost in the shuffle. With relationship intelligence, firms can unify client data across merging entities, avoid duplicated outreach, and preserve institutional knowledge, ensuring continuity and long-term revenue growth from day one.

How does relationship intelligence accelerate value creation after a merger?

By mapping who knows whom (and how well), teams can prioritize cross-sell opportunities, align on outreach, and activate warm connections instantly. This transforms scattered client data into a strategic growth asset.

What’s the biggest risk during post-merger integration?

The biggest risk firms face is client attrition caused by fragmented data. Without relationship visibility, outreach gets messy, trust erodes, and growth stalls. Relationship intelligence helps prevent this by keeping connections intact and collaboration seamless.