Financial Monitoring & Integration Management for M&A
Acquirers fly blind for 12–18 months after close. Sherpa delivers live target financials from Day 1, Keyhole Protect R&W monitoring, and a full integration OS at mid-market price.
The Problem
Five global consulting firms have built proprietary platforms (McKinsey Wave, Bain Signal, BCG KEY, Deloitte M&A Central, KPMG Velocity) to impose discipline on the chaos. None of those platforms are available to the operator running the deal. They are available to the consultants charging $2M to $10M per engagement to run it for her.
Storage and permissioning. Stops at signing. No integration layer, no synergy tracking, no Day 100 visibility, no R&W register.
Pipeline and relationship tracking. Stops at close. No workstream management, no IMO governance, no synergy capture instrumentation.
Generic project management with M&A templates. Requires an implementation team. Weak AI. No end-to-end deal lifecycle.
And they bring teams of associates, retainer engagements, and proprietary tooling that closes the loop only as long as the engagement runs. The operator is left with PowerPoint when it ends.
The Platform
Sherpa is the M&A integration platform. There is nothing to unlock and no modules to buy — every deal includes the full product: sixteen specialist agents, live financial monitoring, Keyhole Protect R&W, and a secure data room. You pay per deal, not per feature.
The Architecture
No firm publishes a canonical workflow. But four structural patterns recur across McKinsey, Bain, BCG, Deloitte, and KPMG, validated across thousands of deals. Sherpa instruments all four into the platform spine. Firm-specific terminology becomes a configurable overlay.
Pre-Sign through Beyond. Every object in the platform carries a phase tag. Lifecycle gates are stateful, not advisory. Day 1 cannot pass until Day 1 readiness is signed off.
Steerco above an Integration Management Office. PMO horizontal cross-cuts (synergy tracking, RAID, communications) above functional workstream verticals. Four-tier governance with built-in escalation paths.
Top-down stretch targets meeting bottom-up validation through L1–L5 maturity gates. CTA tracking. Net benefit hardcoded. BCG's W approach as the underlying state machine.
Investment Thesis → Deal Thesis → Integration Thesis → Initiative → Realized Synergy. Every initiative links upward to a deal-thesis pillar. Nothing exists in the platform without that linkage.
Who It's For
Mid-market and lower-mid-market PE running portfolio integrations. Standalone single-deal use or programmatic across the fund.
Strategic acquirers running roll-up strategies, tuck-ins, or carve-outs. Repeat-acquirer programs where every deal compounds prior learning.
Post-close advisory practices, sell-side preparation engagements, and integration support arms inside boutique and bulge-bracket banks.
PE operating partners and independent integration leads running parallel workstreams across multiple portfolio companies simultaneously.
Get Started
Tell us where to reach you and we'll get your workspace set up. We typically respond within one business day — no login required.
We'll be in touch directly to get you running. Prefer email? mark.fitzsimmons@evidentcorp.com
Sherpa is in active build with a small group of design partners. PE firms, corp dev teams, and operating partners running active integrations are eligible. Design partners receive preferential pricing, direct product input, and early platform access.
Inquire about design partnershipInvestors: see our investor page.