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Mitigating Merger Woes through Careful Planning and Execution


TO Blog ON

Mar 12 2019

By Russ Haskin, Director, Business of Law Consulting

Firms are constantly looking to grow through lateral integration, small group acquisition, and in recent years larger firm acquisition or equal mergers. The global M&A market has experienced a whirlwind of activity in the recent past and it appears this trend will continue over the next few years.

It is therefore safe to assume a proclivity for market consolidation in the legal industry will continue as well. It was a hot topic at this year’s Marketing Partner Forum – and the discussion wasn’t always pretty. Those who were involved in M&As shared tales from the trenches about how rushed systems integration caused major setbacks for a lengthy period of time. Whether it was a poor strategic setup, data merging, client awareness/combination, or cultural gaps – an inadequately thought out merger process can stunt firm growth.

The way in which firms enter and finalize mergers and acquisitions have long-term ramifications. If a merger or acquisition is on the horizon for your firm, you can make the transition more smoothly by carefully planning each phase of the process. Here is a sampling of things to consider – by no means is this an exhaustive list:

Pre-planning and market assessment

  • Cultural review
  • Conflicts and client assessment
  • Financial and strategic assessment
  • Timing and rollout

Implementation and integration

  • Technical services and data planning
  • Merging of operational processes
  • Client and internal communication
  • Compensation advisement
  • Key performance indicators for merger


  • “One firm forward” assistance
    • Partner assistance
    • Collaboration and relationship management
    • Internal and external updates on progress
    • Re-alignment of rates and other financial needs
  • Ongoing relationships with a trusted advisor

Given our expertise in strategic, technical, and relationship consulting/advisement – and our personal experience with the merger process – Wilson Allen is uniquely positioned to help ease the process for firms. Through a “merger super group” comprised of our business consultants, data experts, and application specialists, we can help meet the needs of the marketplace with a unified approach that focuses on all the phases of a merger or acquisition.

If you’d like to explore this topic in greater detail, contact us or join us on March 21, 2019 at 11:30 AM ET for the following CPE-accredited online training course: The Merging Trend: Identify, Align, and Execute a Merger from An Operational Perspective.