For investorsBy deal stage · M&A and integration
Capture the synergies you paid for, from the first day after closing.
Most of a deal’s value is decided in the integration. We map both companies from their own data and track every synergy to an owner, so the deal model becomes the operating plan.
The problemWhat goes wrong today
Synergies are priced in the model and lost in the integration.
Integration plans are written from interviews and slides. Overlaps between the two companies are estimated, not mapped, and synergy tracking arrives as a monthly deck long after the decisions were made.
By the time a gap shows, the window to close it has passed.
What the benchmarks sayPublished research, with its source
What the research says.
- ~70%of mergersmiss the revenue synergies they expected1 McKinsey, “Where mergers go wrong”, McKinsey Quarterly, 2004
- 1 in 4dealsoverestimate cost synergies by 25% or more2 McKinsey, “Where mergers go wrong”, McKinsey Quarterly, 2004
- <20%of today’s timeexpected time to draft integration plans and TSAs with AI3 Bain & Company, M&A Report 2025 (early adopters)
- ~20%lower M&A costsaverage reduction reported by respondents using gen AI in M&A4 McKinsey, “Gen AI in M&A: From theory to practice to high performance”, 2026
How AIx2 helpsWhat changes with the company as built
Four things change.
Both sides mapped
Buyer and target processes, systems and data side by side.
Synergies with owners
Every synergy tied to a process, a KPI and an owner.
Day-one ready
Integration plan and TSAs drafted from real data.
Live capture tracking
Synergies checked weekly against the deal model.
How the work runsThe Five Step Method, in this setting
From read-only access to results, step by step.
- Before close
Both companies connected
Read-only access to buyer and target systems; overlapping processes identified from data.
- Weeks 1–3
Overlaps mapped
Every overlapping process mapped end to end, with the cost and revenue lines it touches.
- Weeks 3–6
Synergies owned
Each synergy in the deal model tied to a process, a KPI and a named owner; TSAs drafted.
- Weeks 6–10
Capture tracked live
Weekly checks against the deal model; slippage flagged to the owner the same week.
Illustrative caseA worked example, with its arithmetic
Merger of two industrial distributors, $2.5B combined revenue
Illustrative case: a worked example, not a client result. The arithmetic is shown below it.
The situation
The deal model carried a $120M revenue-synergy target. On the usual track record, about a quarter of it would never arrive.
What AIx2 did
- Mapped the overlapping processes of both distributors from their own systems, not samples.
- Tied every synergy in the model to a process, a KPI and an owner.
- Replaced the monthly synergy deck with weekly, live tracking against the model.
BeforeWith AIx2
Revenue synergies captured
77% to 89%
Synergy tracking
monthly decks to live
Overlapping processes mapped
samples to 100%
Illustrative $120M revenue-synergy target. Companies capture about 77% of revenue-synergy targets on average (McKinsey survey of 200 M&A executives). Assumes half the 23% gap closed: 11.5% × $120M ≈ $14M.
What you receiveThe deliverables
What lands on your desk.
- Side-by-side process map of both companies
- Synergy register with owners and KPIs
- Day-one integration plan and TSA drafts
- Weekly synergy capture report
More for investorsThe other deal stages and investor types
The same evidence, for every seat at the table.
- By deal stageDue diligenceSee how the target really runs, before you sign.$40M overpayment avoided
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- By investorLPs and endowmentsSee through every fund to the companies underneath.1,400 portfolio companies seen through
- By investorSovereign and state portfoliosLift the performance of state-owned companies, with transparency the public can trust.$60M lower costs a year