The Secret to Successful M&A Integration

Mergers and Acquisitions (M&A) are often seen as complex and high-risk, but when done right, they can accelerate firm growth and value creation. Kristen Oziemkowski, COO at The Mather Group, has led the firm through 20 successful acquisitions—and she credits one critical factor for their success: a smart and adaptable integration strategy.

Why Integration Planning Is the Real M&A Game-Changer

While many firms focus heavily on deal structuring and financials, Kristen argues that how you bring two firms together is what determines long-term success. A structured yet flexible integration plan is essential to address both operational needs and people-first priorities.

Culture Is the X-Factor in M&A Success

Financials matter, but culture can make or break your acquisition. Kristen emphasizes the importance of blending company values, building trust, and unifying teams early. Ignoring the emotional and cultural aspects can lead to friction, turnover, and failed integrations.

What Often Goes Wrong: Ignoring the Human Element

One of the biggest pitfalls in M&A is over-prioritizing metrics while undervaluing people. When leadership fails to acknowledge the fears and expectations of newly integrated teams, morale suffers and collaboration breaks down. No amount of cost-saving synergies can compensate for a toxic culture clash.

A Pro Tip from the Trenches: Invest in an Integration Team

A dedicated integration team focused on both strategy and culture ensures that nothing falls through the cracks. From aligning systems and processes to preserving what made each firm unique, this team should champion empathy, transparency, and consistency.

The Long-Term Payoff: Sustainable Growth Through Unity

Firms that get integration right don’t just grow—they evolve. By making culture a core part of the M&A integration strategy, you’re not just acquiring a business—you’re inviting new people, perspectives, and possibilities into your future.

Want more insights like this?

These insights are inspired by the latest episode of Next Mile podcast featuring Kristen Oziemkowski COO at The Mather Group. Dive deeper into the strategies behind successful M&A, talent development, and more. Listen to the full episode here and explore additional articles in this series.