GoJuSan
Sections
Engagement Mode II

M&A
30 · 60 · 100

  • Pre-signing operational and strategic DD
  • Day-1 readiness
  • Post-merger integration
  • Fund-services M&A across Europe and USA
Day Pre-sign · Due Diligence→Day 1–60 · Integrate→Day 61–100 · Stabilise→
Phase 01
DD
PRE-SIGN

Pre-signing diligence.

Strategic positioning, scalability, right to win, growth story.

Strategic DD

  • Map competitive positioning
  • Stress-test the right to win
  • Validate revenue quality
  • Commercial DD on the customer base: concentration, churn, revenue durability

Operational scalability

  • Assess operational workflows
  • Evaluate systems maturity
  • Identify key-person dependencies

Corporate culture and values

  • Test alignment on quality standards and risk appetite
  • Identify cultural fault lines that break post-close
  • Gauge talent retention risk

Day-1 risk register

  • Regulatory filings and CSSF notifications
  • Client communication plan
  • Critical-vendor and IT continuity safeguards
  • Key-person retention packages signed before announcement

Synergy mapping

  • Revenue synergies and cross-sell
  • Cost synergies
Deliverable
Operational DD memo + integration readiness score + Day-1 risk register.
PASCAL HERNALSTEEN · OPERATING PARTNERM&A · PRE-SIGNING
Phase 02
60
DAYS

Integrate.

People-led, client-protected, regulator-aligned: integration is a human and operational discipline before it is a process map.

Culture & people

  • Lock retention packages
  • Confirm and announce permanent leadership
  • Run listening tours: 1:1s
  • Land a cultural integration plan
  • Address the silent killers
  • Name culture champions in each business line

Clients

  • Sequence client outreach
  • Deploy a retention scorecard per client
  • Baseline Net Promoter Score and service quality
  • Cross-sell map

Operations & IT

  • Standardise processes to the Target Operating Model
  • Execute system migration plan with parallel-run
  • Design KPI dashboard
  • Protect delivery: freeze non-critical change during NAV cycles and audit windows

Regulatory

  • File CSSF change-of-control application and track to approval
  • Integrate risk and compliance programme under one framework
  • Align conducting officer responsibilities and update CSSF notifications
Deliverable
Integration progress report: workstream status, regulatory milestones, client retention scorecard.
PASCAL HERNALSTEEN · OPERATING PARTNERM&A · DAY 1–60
Phase 03
100
DAYS

Stabilise.

Lessons learned are captured, the playbook is updated, and operational capacity is re-tested for the next target in the pipeline.

Post-integration review

  • Structured lessons-learned session
  • Update PMI playbook based on experience
  • Staff engagement check
  • Client satisfaction: measure service-quality impact

Ready for the next

  • Operational capacity assessment
  • Update hiring plan based on capacity gaps
  • Pipeline briefing to ExCo and shareholder
  • Assess readiness and next targets
Deliverable
Post-integration report: synergies realised, updated PMI playbook, pipeline readiness.
PASCAL HERNALSTEEN · OPERATING PARTNERM&A · DAY 61–100