POST-MERGER IT INTEGRATION
Software consolidation and data migration for private equity and roll-ups.
We move acquired businesses onto your chosen software and make their systems work together. From ERP and CRM to accounting, operations, sales, and marketing, we handle the migration and connect the workflows your teams rely on.
Plan your integrationShowing integration for M&A technology integration. All figures are sample data.
Ready for cutover · Operations lead
Reconciliation · Finance lead
Test migration · Integration lead
Illustrative checklist completion. Reconcile data, approve cutover, and verify workflows in the buyer’s chosen systems.
Before and after acquisition
Aligned to your chosen software
Delivered with your operating team
THE WORK BEHIND THE DEAL
The acquisition is complete, but the companies still run on different systems. Customer records, invoices, schedules, and reports live in separate places. Until the migration is done, your team keeps doing the work of connecting them manually.
Peregrine handles the work between buying a company and getting it running on your platform: preparing the data, configuring the software, testing the connections, and supporting the team through the change.
Different systems.
Fragmented records.
A migration backlog.
Your chosen software.
Reconciled data.
Connected daily operations.
WHAT WE PUT IN PLACE
From the acquired company’s systems
to the platform you want to operate.
Map what each acquired company uses today and the systems you want them to use next. Configure the target ERP, CRM, accounting, and operating software around agreed processes.
Source inventory / Target systems / Common processesExtract, clean, map, and migrate customer, financial, product, and operational records. Test migration runs and reconcile the results with the teams who depend on them.
Data cleanup / Field mapping / Test loads / ReconciliationConnect the workflows between your chosen platforms: a sale becomes an order, a job becomes an invoice, and an update reaches the right record. Validate these journeys before rollout.
ERP & CRM integration / Workflow testing / Exception handlingBring leadership onto common reporting. Add AI-assisted operations, lead conversion, and sales and marketing workflows to the connected systems, with clear ownership for each action. A forward deployed engineer stays with each company to put agents on its repetitive work and keep them improving.
Consolidated reporting / AI agents / Forward deployed engineers / Sales & marketingSequence the rollout, train users, support the cutover, and resolve issues after launch. Document the mappings, checks, and responsibilities so each new company can follow a proven process.
Cutover planning / Team training / Stabilization / Reusable playbooksFROM FIRST LOOK TO DAILY USE
Inventory source systems, define the destination, and map data and workflow dependencies. Agree on scope, migration order, owners, and acceptance criteria.
Output: a migration and integration planConfigure the target software, run test migrations, reconcile records, and validate the connected workflows with the people who use them.
Output: tested data and end-to-end workflowsTrain users, execute the agreed cutover, and support the business after launch. Capture the mappings, checks, and lessons for the next acquisition.
Output: live systems and a repeatable playbookPEOPLE ON THE GROUND
A Peregrine engineer works inside the acquired company for the length of the integration: next to the dispatcher, the controller, the sales lead, the person who keys in the orders. They see each process as it is actually run, not as it is described, and build against that.
Their job is to find the repetitive work and take it off the team. Each process they map becomes an agent that runs on your chosen software: reading the inbox, keying the order, chasing the invoice, reconciling the records. The team reviews the first runs. The agent takes it from there.
Put an engineer on siteMap the real process: who does it, how long it takes, where it breaks, and what it costs when it does. Most of the savings are found here, in work nobody had written down.
Start with one process, such as order entry, invoice follow-up, or scheduling. Run it alongside the team, in the software you chose, and measure the hours it gives back before moving to the next one.
Every exception the team corrects goes back into the agent. Each month it handles more and asks less. The engineer stays until the process runs without them, then hands over the playbook.
WHERE THE TIME AND MONEY COME BACK
ADDITIONAL SUPPORT, WHEN YOU NEED IT
Our own licensed attorney and team are available for optional legal support. We can coordinate with your existing counsel and define a separate scope for the matters where support is needed.
BEFORE WE GET TO WORK
Yes. We start with your target systems and operating standards, then map each acquired company’s data and workflows into them. We check available exports, APIs, migration tools, and system requirements before defining the delivery scope.
Yes. Before close, we can assess the systems and data you are authorized to share, identify dependencies, and prepare the migration plan. Execution and access are coordinated with the transaction and operating teams.
We plan around the workflows that cannot stop. Test migrations, data reconciliation, user acceptance checks, cutover sequencing, rollback planning, and support after launch are part of the agreed implementation. Timing depends on the systems and operational requirements.
We connect retained systems to the chosen platform where appropriate, define which system owns each record, and test the handoffs. The aim is a consistent way to operate, with a clear reason for any exceptions.
We can assess the backlog, group companies by migration needs, and sequence delivery around business priorities and dependencies. Reusable mappings, validation checks, and rollout playbooks help make the work repeatable.
They work inside the acquired company for the length of the integration, usually a few days a week alongside the people who run operations, finance, and sales. They map each repetitive process as it is really done, build an agent to run it on your chosen software, watch the first runs with the team, and fold every correction back in. They leave when the process runs without them and the team knows how to keep it running.
Legal support is optional. Peregrine has its own licensed attorney and team available. Any legal work is separately scoped with counsel, based on the matter and applicable jurisdiction. We can also coordinate with your existing legal team.
TURN ACQUISITIONS INTO ONE CONNECTED BUSINESS
Show us the companies, their current systems, and where you want them to land.
We’ll map the migration and the work to make it happen.