Stop reconciling in slides.
Start integrating in software.
AI agents that run the cross-functional decisions in your post-merger integration and brief you with the analysis attached. Approvals log automatically. The integration is audit-ready on the day you close.
Recommendation
Migrate Acme onto NetSuite. Retire Beta's SAP B1 over a 90-day cutover.
The Call
Acme runs 87% of post-close volume. Lower migration risk and lower run-rate cost. Preserve Beta's revenue-recognition workflow as a NetSuite SuiteScript so finance close holds.
Precedent
Three of the last five mid-market integrations ($200M–$800M EV) consolidated to NetSuite when the larger entity already ran it. Average cutover: 76 days. Closest analog: Hartwell × Cordura, FY24.
Exposure
$1.4M
annual run-rate
$310K
cutover spend
90d
timeline
Quorum
- Finance agentConcur
$1.4M avoided in dual-license overlap, FY27.
- IT agentConcur
11 of 14 Beta vendor integrations exist on NetSuite.
- Operations agentConcur
Cycle counts and 3PL tie-out covered.
- Legal agentConditional
Two Beta MSAs have ERP-named clauses; needs 30-day cure.
Action
Awaiting CFO sign-off. If silent at Friday EOD, brief auto-escalates to CEO with Legal's 30-day cure attached as a precondition.
$2–5M
Consulting spend per deal
3wks
Kickoff to first decisions logged
Day 1
Integration audit-ready
Built by engineers and transactional professionals from
Reads every system. Knows what each function actually owns.
Finance, IT, HR, Legal, Operations, R&D, GTM — each function gets a dedicated agent. The agent connects to its own systems on day one (ERPs, CLM, HRIS, ITSM, ticketing, code repos) and runs analytical tooling built for the work. By kickoff it has already mapped the contracts, the comp bands, the app inventory, and the operating cadence of both companies.
Holds
Cap structure · ERPs · revenue rec · vendor spend
Holds
App inventory · contracts · IAM · endpoints
Holds
Headcount · comp · titles · benefits
Holds
MSAs · NDAs · policy · regulatory
Holds
Suppliers · 3PL · cycle counts · BOMs
Holds
Pipeline · pricing · territories · CRM
What a $5M consulting team would tell you. On every decision. In days.
When a decision touches more than one function, the relevant agents convene. They surface where the two companies disagree, model the trade-offs against your synergy plan, and produce a single brief with the analytical work attached. A CFO can read it in five minutes and either approve or push back.
Recommendation
Migrate Acme onto NetSuite. Retire Beta's SAP B1 over a 90-day cutover. Preserve Beta's revenue-recognition workflow as a NetSuite SuiteScript.
Convened
Why
- · Acme runs 87% of post-close volume; lower migration risk.
- · $1.4M avoided in dual-license overlap, FY27.
- · 11 of 14 Beta vendor integrations already exist on NetSuite.
Audit-grade. Without the three months of forensic accounting at the end.
Every recommendation, approval, and override is logged automatically with full provenance — which data the agents pulled, which contracts they referenced, who signed, when, and what they overrode. On close, the integration exports as a single audit-ready record. PE investment committees, lender covenants, and SOX teams read the same artifact.
- Day 14 · 14:22Finance agent
Recommended: NetSuite as system of record
3 of 4 functions concur · pending Legal sign-off
- Day 14 · 11:08Operations agent
Concurred: Memphis as primary distribution hub
Reno retained for West-coast SLA cohort
- Day 13 · 17:41Morgan W. · CFOSigned
Approved: Datadog as observability standard
Effective Day 30 · CFO-signed
- Day 13 · 09:15HR agent
Drafted: Sales-engineering comp band v2
Quorum convened with Finance, GTM
Our Process
01 —
We onboard the deal
We pull everything public — 10-Ks, prior earnings, every filing, every press release — and connect to both companies' systems: ERPs, CLM, HRIS, ITSM, ticketing, code repos, the warehouse. Every agent builds a working model of its function across both companies: system inventory, active contracts, comp ladder, operating cadence, technical debt. Within a week the integration has a baseline that takes a Big Four team three months to assemble. Day 1 produces decisions, not onboarding.
02 —
We map every decision
Decision discovery. The agents enumerate every cross-functional decision the integration will require — the ERP, the CLM, the comp bands, the warehouse footprint, the territory redesign, the IP roll-up, the entity structure. Several hundred for a mid-market deal. Each is sized by exposure, sequenced by interdependency, and triaged by reversibility. Leadership sees the whole tree before anyone argues about the first branch.
03 —
We run quorums
Each decision routes to the relevant agents. They draft, work through the conflicts, model trade-offs against the synergy plan, and produce a brief — the recommendation, the analytical work, who concurred, who didn't. Leadership signs or pushes back. Approvals roll into the next set of decisions automatically. By Day 90 the decision log is complete and audit-ready.
The old way vs. Quorum.
Others
Workflow tools (Midaxo, DealRoom, Devensoft) track decisions but don't make them. They give you a Gantt chart for an integration. They tell you a decision is open. They don't tell you what the right answer is, what it costs to get wrong, or who needs to sign. That work still happens in Slack and in conference rooms.
Quorum
We don't manage the integration like a project. We run it like a committee. Every decision produces a brief: the recommendation, the analysis behind it, the agents that concurred, the ones that didn't. You read it, you sign it, you override it. The next decision is already drafting.
Others
The Big Four sends a team. The team needs three months to learn your business — the same two companies their last team learned six months ago for a different client. You are paying $1,200 an hour for them to read 10-Ks.
Quorum
Our agents finish reading both companies before kickoff. 10-Ks, prior earnings, every public filing, both companies' system inventories, active vendor MSAs, org charts, comp ladders. Day 1 produces decisions, not onboarding.
Others
The decision log gets assembled in March. The deal closed in November. The audit trail is reconstructed by junior consultants four months after close, working from email threads and meeting notes. Some decisions are missing. The IC gets a sanitized PDF. The lenders get a different one.
Quorum
The log is the source of truth. It writes itself in real time. Every recommendation, approval, and override is captured the moment it happens, with full provenance. The IC, the lenders, and the SOX team read the same artifact. On the day you close, the integration is already documented.
We build AI to run post-merger integration.
Quorum is built by operators and engineers from EY-Parthenon, UC Berkeley, and Amazon. We know how integrations move because we've moved them ourselves — across mid-market deals in technology, industrials, and healthcare.
The integration is the most expensive room in M&A. We are building the room itself, in software, so the next decade of deals does not get reconciled in slides.