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M&A Integration & Change Management

You focus on the transaction. We’ve got your most important assets covered.

We guide strategic communications and cultural integration that preserve your people—the critical foundation of every successful deal. Through authentic engagement and thoughtful change management, we unite diverse teams, protect organizational culture, and ensure your most valuable assets thrive through complex transitions.

Working with Incite gave us the clarity we didn’t know we were missing. As we grew and acquired other well known businesses and moved into new markets, our brand started to feel...messy. People didn’t quite get how it all tied back to We Know Training. Honestly, neither did we sometimes. Incite helped us nail down a brand architecture and strategy that makes sense. Now our partners see the big picture, and our clients know exactly who they’re dealing with. The messaging they provided actually lands. The process with Incite was worth its weight in gold—and it set us up to scale with confidence. Plain and simple."

Chris LaBossiereCEO, We Know Training

Our Capabilities

To navigate successful transactions and organizational transformation, your approach needs to address both the strategic and human elements of change.

Incite’s comprehensive suite of M&A integration and change management capabilities guides organizations across Western Canada through the complex realities of mergers, acquisitions, and transformational change—ensuring deals preserve what matters, unite diverse teams, and position organizations to flourish together.

M&A Communications Strategy

Every successful transaction starts with strategic communications. We develop comprehensive M&A communications strategies that build confidence among impacted parties, manage uncertainty throughout the deal lifecycle, and ensure consistent messaging that preserves trust and maintains business momentum.

Cultural Integration Planning

Culture drives deal success more than financials. We design cultural integration strategies that identify shared values, bridge different organizational cultures, and create unified teams that preserve the best of both organizations while building something stronger together.

Change Management Strategy

Transformation requires more than new processes—it requires people to embrace change. We develop change management strategies that guide individuals and teams through transition with clarity, empathy, and confidence, ensuring sustainable adoption and lasting impact.

Post-Merger Integration

The real work begins after the deal closes. We orchestrate comprehensive post-merger integration that aligns operations, cultures, and communications—creating seamless transitions that maximize synergies while minimizing disruption to business performance.

Audience Engagement

During Change Change affects everyone differently. We design targeted engagement approaches for employees, customers, partners, and communities—ensuring all impacted parties understand the vision, feel heard throughout the process, and remain committed to the organization’s future success.

Brand Integration Strategy

When organizations unite, brands must evolve thoughtfully. We guide brand integration decisions that honor legacy while creating unified market presence—ensuring brand architecture supports business objectives and resonates authentically with all audiences.

PRE-DEAL

Market Intelligence & Support

  • Market Research
  • Customer Loyalty and Brand Assessment
  • Network and Centre of Influence Mapping
Learn More

DEAL

Communications & Integration Planning

  • Deal Positioning and Key Messaging
  • Internal and External Stakeholder Communications
  • Brand and Culture Integration Plan

POST-DEAL

EBITDA Growth & Market Expansion

  • Marketing and Sales Strategy
  • New Product/Service and Geographic Expansion
  • Culture and Change Management

PRE-DEAL

EBITDA Growth & Position for Sale

  • Strategic Planning
  • Market & Business Development Strategy
  • Deal Readiness Assessment
  • Brand Assessment and Enhancement

DEAL

Communications & Stakeholder Engagement

  • Support the Development of CIM and Other Collateral
  • Deal Positioning and Messaging
  • Deal Announcement and Rollout
  • Stakeholder Communications

POST-DEAL

Integration & Earnout Maximization

  • Brand Integration
  • Marketing and Sales Integration
  • Culture and Change Management
  • Strategic Communications

In today’s dynamic business landscape, organizations across Western Canada face complex M&A and change management challenges that require both strategic expertise and human-centered solutions. Whether you’re acquiring, being acquired, or navigating major organizational transformation, success depends on how well you manage the human elements of change.

What’s Your Integration Challenge?

Every transaction and transformation brings unique challenges that require strategic attention and authentic engagement:

When deal uncertainty creates anxiety

We develop M&A communications strategies that provide clarity throughout the process, managing expectations and maintaining confidence among employees, customers, and partners during periods of change.

When cultures need to unite successfully

We design cultural integration approaches that identify shared values, bridge differences, and create unified teams that preserve the strengths of both organizations while building something stronger together.

When employees resist organizational change

We create change management strategies that guide individuals through transformation with empathy and clear communication, ensuring sustainable adoption and maintaining productivity during transition.

When post-merger integration feels overwhelming

We orchestrate comprehensive integration planning that aligns operations, systems, and cultures while maintaining business momentum and maximizing synergies.

When brand decisions create confusion

We guide brand integration strategies that honor legacy while creating unified market presence, ensuring brand architecture supports business objectives and resonates with all audiences.

When change communication lacks coordination

We create integrated communication frameworks that ensure consistent messaging across all channels and audiences, building trust and alignment throughout the transformation process.

Mergers and acquisitions. Divestitures. Corporate finance. Exit strategies. These terms feel intimidating and inaccessible to many business owners. However, these infrequent game-changing deals are critical for most mid-market companies to monetize your life’s work. Here’s the trick: how do you do something well when you’ve never done it before (and may never do it again)?

A whitepaper by Incite and Sequeira Partners.

Strategy, Culture, and Communications drive deal success

Successful deals aren’t just about financials—they’re about people, culture, and brand alignment. Organizations that focus on market strategy, communications, cultural integration, and authentic audience engagement create transactions that deliver lasting value.

65

of acquirees said culture issues impacted value creation (1)

40

of companies saw favorable results and captured revenue synergies by involving the integration team early in the deal (2)

33

of employees acquired in a transaction leave due to a lack of communications and cultural integration (3)

95

of executives described cultural fit as critical to the success of integration efforts (4)

50

of deals involved marketing pre-close despite most successful integrations defining the new value proposition before launching new branding (5)

66

of acquirers indicated value creation should have been a priority on day one (6)

– 1 “Evolving with Agility: PwC’s 2020 M&A Integration Survey” (2020) – 2 PwC’s 2020 M&A Integration Survey (2020) – 3 “Startup Acquisitions as a Hiring Strategy: Worker Choice and Turnover,” Wharton School, March 2020 – 4 “Organizational Culture in Mergers: Addressing the Unseen Forces,” McKinsey & Company, March 2019 – 5 “Integrating Marketing and Brand in M&A: The Way to Superior Growth,” McKinsey & Company, March 2020 – 6 “Creating Value Beyond the Deal,” PWC, 2019

Recent Transactions 

Recent Transactions 

Recent Transactions 

Recent Transactions 

Recent Transactions 

We value the advice and expertise Incite provided during our merger. Their guidance brought our executive team together, allowing us to collectively envision the future of our organization. With their specialized skills, they developed a clear and strategic roadmap that now guides our united and purpose-driven journey. Their contributions were instrumental in charting our ongoing path to success.

Janice StasiukCEO, Viacore

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