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    FREE GUIDE

    Maximizing Success with Mergers and Acquisition Strategies: A Guide

    Discover the critical merger and acquisition strategies top firms are using to navigate the complexities of mergers and acquisitions (M&As). Read this exclusive FREE guide to learn how to ensure collaboration, foster client loyalty, and drive value post merger.
    White Introhive hexagon Free Guide unlock M&A secrets White Introhive hexagon M&A Strategies realize value post-merger White Introhive hexagon Testimonials hear what our customers have to say

    Unlock the secrets to M&A success using proven merger and acquisition strategies

    Mergers and acquisition strategies are vital for growth in the professional services industry, yet up to 90% of these deals fail. This guide offers actionable insights to help you succeed by leveraging relationships, technology, and client intelligence.

    • Outlook: Explore trends shaping merger and acquisition strategies and what to expect in 2025.
    • Relationships Matter: Discover how strong relationships and firm-wide collaboration improve merger and acquisition outcomes.
    • The Role of Technology and Client Intelligence: Learn how top firms use technology to enhance due diligence and safeguard data during transactions.
    • Breaking Down Organizational Silos: Strategies to break down silos and drive success in your merger and acquisition strategies.
    • Fostering Client Loyalty and Retention: Learn how to maintain client loyalty throughout the M&A process.
    • Growing from Within: Uncover opportunities for cross-selling and upselling to fuel post-M&A revenue growth.

      Introhive | Introhive MA Guide Image Landing Page 2 | Maximizing Success in Mergers and Acquisitions: A Guide
      Introhive | MA Guide Resource Allocation | Maximizing Success in Mergers and Acquisitions: A Guide

      Did you know?

      60% of M&A practitioners wish they allocated more resources toward culture and change management. This guide will show you how to avoid common pitfalls and set your firm up for success.

      “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 | Maximizing Success in Mergers and Acquisitions: A Guide
      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.”
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      Laing Orourke Logo
      “It almost seemed too good to be true.”
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      freshfields
      “We now have a 97% data accuracy rate for our CRM systems which is pretty unique.”
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      “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.”
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      “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 | Maximizing Success in Mergers and Acquisitions: A Guide
      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 Merger and Acquisition Strategies

      What are the best practices for successful merger and acquisition strategies?

      Successful M&A strategies prioritize strong relationships between your organization and clients throughout the transition and between the internal teams of the merged entity, including fostering collaboration for a more seamless transition and greater visibility into post-merger growth opportunities. 

      Client intelligence supports the M&A strategies by giving visibility into a potential partner’s relationships (and the strength of those relationships) during due diligence, and helps to break down internal silos post-merger by providing firm-wide visibility into new cross-selling opportunities.

      How can technology enhance merger and acquisition strategies?

      Technology such as client intelligence platforms enhance M&A strategies by assessing the strength of relationships, map key connections, and identify potential risks pre- and post-merger. They also help streamline the integration of technology by merging and harmonizing data from both firms, so that all client interactions across the new entity are based on accurate, real-time data.

      Automating relationship insights and tracking client developments also enable more tailored interactions, which helps sustain growth post-M&A.

      What are common challenges in implementing merger and acquisition strategies?

      Common M&A challenges include cultural clashes, fragmented client data, and client attrition. Decentralized data from different systems can lead to inefficiencies and loss of critical information, complicating the transition. A lack of shared client relationship insights also makes it impossible to collaborate effectively across the firm and identify and pursue cross-selling opportunities. Addressing these challenges with accurate firm-wide client relationship data is essential for M&A success.

      Business team discusses merger and acquisition strategies during a collaborative meeting.
      New Era of Relationship Intelligence is Here 🥳 From finding warm connections with Pathways, instant answers with Ask Introhive, to easy Alumni & Champion engagement, we’re redefining relationship intelligence. Learn More