US & Canada: (866) 824-5452Struggling 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.
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
“Senior managers immediately got Introhive licenses right away, which meant …”
“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
– Beth Moore, Chief Marketing Officer
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Blue & Co LLP
“We bring Introhive to the target firm early to assess their relationships…”
“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
– Chief Growth Officer, Blue & Co LLP
Learn more
How has Introhive driven M&A success? Just ask: Forvis Mazars | CBIZ | Wilson Allen | Blue & Co LLP…
How has Introhive driven M&A success? Just ask: Forvis Mazars | CBIZ | Wilson Allen | Blue & Co LLP | Moss Adams | Fennemore | TKO
SOC 2 Compliant | GDPR Ready | Trusted by 200+ Professional Services FirmsOnly 10 M&A Relationship Mapping Audits Available Per Month
We limit audits to offer personalized support for firms serious about integration success.
Reserve your audit before the end of the month!
“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.
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.
“It almost seemed too good to be true.”
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.
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.
“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.”
“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.
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.
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.
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.
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?
What’s the biggest risk during post-merger integration?