Post-Merger Integration for a Global Manufacturer of Filtration Solutions

Key takeaways

• Established integration governance across 12 workstreams, including the IMO, steering committee, workstream plans, and integrated reporting
• Supported the enablement of approximately $1M per week in cross-sell synergies through the development of interim cross-sell processes and support for commercial and product portfolio integration.
• Ensured zero disruption to major deals through pre-close, close, and the first 90 days of integration
• Supported the successful execution of key integration milestones across 30/60/90/180-day targets

The situation

A global, Germany-based manufacturer of filtration products required support to plan and execute the post-merger integration of a recent North American acquisition with two plants across Canada and the United States.

The integration was complex and cross-functional, requiring coordination across sales, product marketing, customer, manufacturing and operations, procurement, finance, HR, IT, regulatory and legal, and strategy. A key priority was integrating the acquired company’s product portfolio into the existing portfolio, including rebranding, ERP migration, and cross-sell enablement across international markets.

The client needed to maintain business continuity through pre-close, close, and the first 90 days of integration while ensuring integration milestones were achieved across all major workstreams.

The approach and solution

Burnie Group established the integration governance structure, including the Integration Management Office, 12 workstreams, and a steering committee.

We identified key milestones, activities, dependencies, and timelines, developing workstream-level integration plans and an integrated reporting structure. Over a six-month period, we facilitated regular meetings, tracked progress and risks, coordinated across workstreams, and provided leadership reporting to support timely decision-making.

Burnie Group also supported key workstream deliverables, including cross-sell enablement, target-state design, operating model planning, and current-state assessment of the IT landscape.

The result

Burnie Group supported the successful completion of all major 30/60/90/180-day post-merger integration milestones while maintaining business continuity and integrating the acquired organization into the acquirer’s global operating model across governance, organizational structure, processes, and technology.