The What.

Turning ambition into outcomes.

The Loomera Way

Buying businesses is just the first step. The real challenge- and the real value – comes from bringing them together in a way that actuallyworks. Our Integrate service combines hands on leadership with smart tools and AI-enabled insight to help you join businesses efficiently, make informed decisions for the group as a whole, and turn ambition into real, bankable outcomes.

As integration becomes more frequent and more complex, the risk of losing value increases. We tailor our approach to your business so you realise the value you expected – faster and with more certainty.

1. Strategy + Aims/Direction

We align leadership around a clear visually mapped strategy so everyone is pulling in the same direction.

Analysis + Research

We assess the macro forces shaping your industry and the competitive environment around your business, covering market shifts, innovation, regulation and competitor positioning to surface real strengths, gaps and opportunities. Using VERA, we tailor every insight to your business rather than delivering generic analysis, and provide pre-facilitation materials that sharpen thinking and focus discussions from the outset.

Top Level Business Strategy

We define your mission, vision and the outcomes that matter most, setting clear SMART goals and prioritising what is realistically achievable so leaders align on a single direction rather than siloed objectives. What makes us different is how we get there. Through in-person facilitation and live visualisation we turn discussion into clarity in real time, helping you shape a practical strategy you can actually deliver.

Acquisition Strategy

We get clear on why you’re acquiring and who you should target, whether that’s smaller players, larger platforms or specific capabilities. That focus shapes your budget, integration plan and value case from the start. Using VERA and tailored visualisation we capture insights live and automate outputs in real time, turning discussion into clear decision-ready materials without slowing momentum.

2. Target Identification and Due diligence

This is where ambition becomes commitment, identifying the right targets, defining the value and validating the path with clarity and confidence.

Deal Framing

We define why the deal is happening and what value it must unlock, from synergies and market access to capability, cost and risk diversification. We set a clear target operating model and measurable success metrics from the outset, delivered through visual strategy and clearly defined KPIs tracked throughout. This shows exactly what the future organisation looks like, how it will operate and what will change. No assumptions. No surprises. Just clarity from day one.

Costing + Budgetting

We use VERA alongside deep deal experience to define what the deal will cost and the return it’s expected to deliver. Drawing on data from previous deals and live market insight, our cost estimates and ROI projections are grounded in reality, not just what looks good on paper, giving you precise, reliable numbers you can actually build on.

Due Dilgence

We guide your team through structured due diligence across financials, operations, technology, people and risk to surface real insight not just data. Using tried and tested templates and VERA to streamline analysis, we build internal capability while producing clear focused reports that highlight risks, issues and key watch areas.

High Level Planning

We map key milestones, timelines and critical pressure points to give a clear view of the next 3, 6 and 12 months.

Through facilitated sessions with your team and the target, we build a realistic roadmap informed by experience and your business context, giving leaders and investors clarity on what lies ahead and how it will be managed.

3. Day 1 Readiness

Before Day 1 we make sure nothing is left to chance, aligning systems, contracts, people and governance so every critical priority is locked down and ready.

Day 1 Priorities

We define Day 1 priorities across critical systems, contracts, key customers, people and brand so nothing essential is left to chance. Using a matrix model, tried and tested templates and VERA’s visual tools, we surface the right questions quickly and turn them into a clear focused priority list.

Internal Blueprint

We develop the initial integration blueprint across workstreams, organisation design, systems, finance, HR, operations, risk and communications, setting a clear structure for delivery. We co-design it with your people so it’s grounded in how the business actually works, not just how it looks on paper.

Synergy Realisation

We design the synergy realisation programme with clear savings targets, timing and ownership from the outset. Using real-time KPI tracking and integrated systems, we monitor progress as it happens, not months later, and with clear RACI and defined accountability, value isn’t just identified, it’s delivered.

Legals + Compliance

We work closely with Legal to ensure contracts are watertight and TSAs are in place where needed, protecting value from day one. Using VERA to reduce manual effort and speed up turnaround, we track progress clearly so compliance keeps momentum moving rather than slowing it down.

4. PMI programme set up

We lock in communications, workstreams, governance rhythms and reporting from day one. The right people are in the room, ownership is crystal clear and wasted admin is cut so time is spent on root causes, real decisions and getting it right from the start.

Comms + Engagement

We set a clear communications plan early, explaining what’s changing, why it’s happening and what to expect so people are informed and aligned from the start. We take time to understand your culture, language and internal shorthand so everything lands in the right way. We don’t hand you a script and step back. We work alongside you to engage your people properly and bring them with you.

Programme Set Up

We turn the blueprint into clear programmes and workstreams with defined ownership, timing and a focused kick-off that sets the tone from day one. We insist on accountable workstream leads with the capacity to deliver, providing hands-on guidance and coaching to ensure outputs are achieved and momentum is maintained.

Templates + Ways of Wokring

We establish reporting templates and ways of working from the outset, aligning formats for delivery stages, SteerCos and Boards so expectations are clear from day one. Using tried and tested templates and VERA configured to your brand and tone, we ensure consistent high-quality outputs without wasted effort.

Setting Up Vera

We configure VERA to understand your business, priorities and ways of working from day one, creating shared spaces that streamline communication and output. Configured properly, VERA becomes the engine behind delivery, pushing information up and out automatically, reducing admin, accelerating reporting and keeping everyone aligned in real time.

Governance Set Up

We set the programme rhythm from the outset, defining escalation routes, decision-making, stage gates, risk management and stakeholder oversight so work moves with pace and control. Tried and tested templates and VERA handle the heavy lifting, automatically capturing information and producing reporting so governance stays clear, consistent and connected throughout.

5. Delivery – Discovery

We move from assumptions to informed action, going beyond due diligence to dig into people, processes, systems and contracts, validating synergies and confirming critical paths. We cut manual effort and coach workstream leads to deliver with confidence.

Workstream Discovery

We go deeper than due diligence, building a detailed understanding of the target’s people, processes, systems and contracts to inform confident decisions. We validate synergy assumptions with real data, identify critical path workstreams and confirm Day 1 priorities while baselining current performance. Using structured discovery templates and VERA to turn meetings into clear usable outputs, we reduce manual effort and move from insight to action quickly.

6. Delivery – Planning

Strategy becomes a clear executable roadmap with the operating model, workstreams, budgets and dependencies locked down and measurable. Using smart tools, agile delivery and VERA to track progress and automate reporting, we keep pressure on outcomes and work hands-on with your teams to get it done.

Planning

We finalise the target operating model, org design and detailed delivery plans covering resources, budgets, dependencies, data migration and system changes. Clear roadmaps and updated KPIs ensure the next phase is structured and measurable. Using smart tools, agile ways of working and VERA to track progress and roll up reporting, we turn plans into action, keep pressure on delivery and support your teams with regular check-ins, coaching and practical guidance.

7. Delivery – Execution

We train and engage the right people while executing across technology, processes and teams to ensure the new model works in practice not just on paper. With live KPI tracking, visual dashboards and VERA monitoring progress in real time, every workstream is accountable, every milestone visible and delivery stays firmly on track.

Training + Engagement

We ensure the right people are trained, confident and ready to operate in the new model. Through interactive training and structured engagement plans, we turn change into capability.

KPI Tracking

We track KPIs throughout delivery, keeping progress visible and outcomes front of mind at every stage. Visual dashboards and smart tools show progress in real time, ensuring every decision is data-led and nothing drifts off track.

Merger Execution

We drive integration forward across technology, people and processes at pace, with VERA and smart tracking tools keeping every moving part visible, aligned and on track in real time.

8. Monitoring/ Hypercare and Transfer to Business As Usual

We make sure change sticks by tracking outcomes, stabilising operations and resolving issues before full close. Using VERA and hands-on coaching, we embed capability and transition cleanly into business as usual with clear ownership and no loose ends.

Making Change Stick

We make sure the change sticks and the value is realised not just promised. Using VERA to track outcomes and capture insight alongside hands-on coaching, we embed capability so the business runs confidently long after we step back.

Stabilisation

We ensure everything is stable before full close, resolving issues and confirming the business is operating as intended. With clear accountability and real care, we stay close to the detail so nothing slips through the cracks.

Setting Up BAU

We transition delivery into business as usual with clear handover, defined governance and knowledge transferred to the right people. Nothing is left hanging, ownership is clear, capability is embedded and the business is set up to run confidently on its own.

9. Project close and lessons learnt

We formally close delivery, confirm KPIs and value targets have been met and capture clear lessons on what worked and what didn’t, turning experience into practical improvements and feeding results back into strategy so momentum carries into the next phase.

Project Closure

We formally close the project, confirm KPIs and value targets have been met and shut down reporting with clarity and control, leaving you with practical templates and upskilled people so the learning stays and the capability remains.

Lessons Learnt

We capture clear lessons learned, reviewing what worked, what didn’t and where value was gained or lost. Using VERA to track insights and generate structured summaries, we turn experience into practical improvements for future activity.

Exit

We exit gradually and deliberately, ensuring a smooth handover with ownership, capability and momentum firmly in place.

Feedback

We feed real outcomes and lessons back into the strategy, sharpening direction and setting up the next phase of growth.

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