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    FREE GUIDE

    Introhive During M&A: Driving Growth Before & After the Deal

    Learn how firms are using relationship intelligence to drive growth and client continuity from due diligence through post M&A integration.
    White Introhive hexagon Free Guide for M&A success White Introhive hexagon Unlock M&A growth with relationship intelligence White Introhive hexagon Testimonials hear what our customers have to say

    Why relationship intelligence matters for M&A success

    In any merger, the biggest risks often hide in disconnected data and lost relationships. Relationship intelligence gives firms the visibility they need to protect client continuity and unlock new revenue, from initial deal evaluation through post M&A integration.

    Learn how leading firms are using this approach to:

    • Uncover hidden relationships and reduce client disruption
    • Align teams and prevent duplicate outreach across merged firms
    • Surface cross-selling potential and prioritize key accounts
    • Build a connected view of client networks to guide integration and growth

    Whether you’re looking to enhance your due diligence process or managing post-merger integration, this guide shows how to turn relationship data into firm-wide growth.

    Introhive | 2505166 The Value of Introhive During MA Thumbnail Image 980x500 v1 | Introhive During M&A: Driving Growth Before & After the Deal
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    Ready to see what post-merger integration looks like in action?

    We’ve introduced powerful new enhancements to Introhive’s contact management capabilities, giving firms the ability to automatically centralize, enrich, and maintain high-quality contact data, with zero CRM dependency.

    “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.

    “It almost seemed too good to be true.”
    See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.
    Introhive | introhive trusted by laing orourke | Introhive During M&A: Driving Growth Before & After the Deal
    With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.
    LBMC Logo
    “It almost seemed too good to be true.”
    View all videos 
    Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.
    Rehmann
    Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.
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    Evelyn Partners logo
    “Implementing Introhive was one of the simplest we’ve come across.”
    YouTube player
    Laing Orourke Logo
    “It almost seemed too good to be true.”
    YouTube player
    freshfields
    “We now have a 97% data accuracy rate for our CRM systems which is pretty unique.”
    YouTube player
    avison young logo
    “The biggest win? Everything is in one place. It’s simple, accessible, and insightful.”
    YouTube player
    Kingsley_napley-logo
    “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.”
    YouTube player
    Haysmac-logo
    “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.”
    “It almost seemed too good to be true.”
    See how other industry leaders are applying customer intelligence to their digital transformation strategies to unlock growth, while retaining customers during uncertain economic times.
    View all videos 
    Introhive | introhive trusted by laing orourke | Introhive During M&A: Driving Growth Before & After the Deal
    With more than 100,000 professionals in over 100 countries, CBRE is the global leader in commercial real estate services and investment. Learn how Introhive helps CBRE identify the companies they didn’t know they had a relationship with, the services they could offer and deploy to those companies and understand where relationship gaps are with current and prospective customers to help find, win and grow business.
    LBMC Logo
    Since adding Introhive’s Customer Intelligence to their CRM, LBMC has seen several positive outcomes for their firm in the areas of technology adoption, data accuracy and relationship intelligence.rnrnLBMC is the number one professional services firm in Tennessee and within the top 35 in all of the United States. They are a client-focused organization, rooted in entrepreneurialism and growing with their clients. Data collection is a huge part of their growth strategy, and as a fast-growing firm, they were facing a couple of significant business challenges.rnrnLearn how Introhive’s customer intelligence platform was the solution.
    Rehmann
    Learn how Introhive’s customer intelligence platform is a game-changer for Rehmann and what they’re excited for next.rnrnRehmann is a fully integrated financial services and business advisory firm that provides accounting and assurance, business solutions and outsourcing, specialized consulting, and wealth management services. For 80 years, Rehmann has provided forward-thinking solutions to their clients.

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    FAQs about the role of relationship intelligence in M&A

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

    Post M&A integration isn’t just about aligning systems. It’s also about protecting the client relationships that drive both immediate revenue and long-term growth. Firms that use relationship intelligence during integration can surface hidden relationships across the merging organizations, ensuring valuable client connections aren’t lost or duplicated. With accurate, enriched data, they can accelerate integration planning, inform account alignment strategies, and enable seamless cross-servicing by identifying new collaboration opportunities while avoiding internal overlap.

    This visibility is also critical during partner transitions or staff turnover, helping firms preserve institutional knowledge and maintain relationship continuity across key accounts. At the same time, automating the collection and enrichment of relationship data reduces compliance risks by supporting privacy, data sovereignty, and regulatory requirements.

    Taken together, these capabilities help firms minimize disruption, retain client trust, and realize the full growth potential of the combined organization: starting from day one of the integration process.

    How does relationship intelligence accelerate value creation after a merger?

    Relationship intelligence equips firms with a unified, data-driven view of client engagement across both legacy organizations. During post M&A integration, this visibility is essential for aligning teams, preventing duplicated outreach, and preserving key accounts. By mapping who knows whom (and how strong those relationships are) firms can identify hidden connections, prioritize cross-selling opportunities, and empower client-facing teams to act with confidence from day one. It creates a single view of client relationships across the newly merged firm, effectively turning siloed, disparate relationship data into a strategic asset for integration and growth.

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

    The greatest risk in post any integration is the erosion of client trust and continuity due to fragmented relationship data. Without a clear understanding of existing connections and engagement history, firms risk redundant outreach, internal confusion, and client attrition. This disruption not only threatens short-term revenue but also undermines long-term growth potential. The guide shows how leading firms are using relationship intelligence to mitigate these risks, ensuring a smooth transition that protects relationships and accelerates collaboration across the combined firm.

    Team meeting around a table, illustrating how contact management software helps firms organize relationship data before CRM implementation.

    Revolutionizing Relationship Intelligence: Preview and try our latest features - Ask Introhive & Signals See Them in Action