M&A Integration · Growth Consulting · Commercialization · AI-Powered Advisory
We Integrate.
You Accelerate.™
Expert C-suite advisory led by Kelly McKnight-Goelz — 25+ years building, scaling, and exiting enterprises. From Day 1 integration to 9-figure growth, we turn complexity into accelerated value.
• AI-Fluent Advisory & Workflows • PE Value Creation • Post-Merger Integration • 17X EBITDA Exit Achieved • Founder/Operator of Multi 7-9 Figure-Ventures • 100+ Products Launched
17X
EBITDA Exit Multiple
<7mo
28% Revenue Growth Post Integration
65%
Sales Growth Delivered
100+
Products Launched
M&A Integration Services
Post-Merger Integration That Delivers Results
From LOI-To-Day 120 process, Merger Sage deploys battle-tested frameworks to capture synergies, align teams, and protect enterprise value throughout every phase of integration.
→ Workstream Charters & Responsibility Matrices
→ Real-Time AI-Powered Project Tracking & Milestones
→ Issue & Risk Logs with Automated Escalation Protocols
→ Executive Steering Committee Reporting & KPI
→ AI Fluency Onboarding & Workflow Deployment for Integrated Teams
"The brutal truth of the industry: 70–90% of mergers & acquisitions fail to deliver their promised value. The #1 reason is poor post-merger integration. Yet most companies treat integration as an afterthought — something they’ll ‘figure out’ after close. We fix that."
— Kelly McKnight-Goelz, Founder & CEO, Merger Sage Integration Advisory
Growth Consulting
Build Your 9-Figure Business. Scale It. Exit It. Repeat.
Kelly has personally built, scaled, and exited multi-7 to 9-figure ventures. Her growth consulting brings that founder’s playbook directly to your business.
Strategic Growth & Commercialization
From Startup to Scale — Four Pillars of Growth
PILLAR 01
Strategic Growth & Scale Planning
Revenue roadmaps, market analysis, and scalable operational frameworks that translate vision into compounding growth.
PILLAR 02
Go-To-Market & Commercialization
100+ product launches from R&D through FDA/cGMP compliance, packaging, channel development, and national retail rollout.
PILLAR 03
Diversification & New Vertical Entry
Revenue roadmaps, market analysis, and scalable operational frameworks that translate vision into compounding growth.
Value Creation & Exit Strategy
PILLAR 04
EBITDA expansion, capital raise advisory, PE exit engineering, and board-level governance — accelerated by AI-driven performance modeling through 17X exit.
"I’ve built businesses from concept to commercialization, led teams from startups to $36B enterprises, and co-engineered a 17X EBITDA exit. I bring all of that to every engagement."
— Kelly McKnight-Goelz
AI-Fluent Advisory. AI Driven Execution.
Merger Sage doesn’t just advise on integration — we run our own engagements on AI workflows, deploying AI-powered synergy trackers, automated reporting, and intelligent decision frameworks from Day 1. We also bring that capability directly to your teams, coaching leaders and workstream owners to operate fluently inside AI matrices so your combined organization hits the ground running — not catching up.
About Kelly
Builder. Scaler. Integrator.
A formidable C-suite executive with 25+ years scaling/operating/integrating organizations from startups to $36B enterprises — across medical devices, healthcare, nutraceuticals, private equity, consumer packaged goods and regulated manufacturing.
Kelly is the Founder and CEO of Merger Sage Integration Advisory. She has personally built businesses from zero to 9-figures, operated in 10-figure environments, led 100+ FDA/cGMP product commercialization’s, and served as a C-level officer in a public company’s 17X EBITDA acquisition exit.
She has over 25 years of experience driving growth, transformation, and operational excellence across public and privately held organizations. Her leadership has spanned the medical device, health and wellness, pharmaceutical, nutraceutical, and private equity sectors—bringing a strong track record of raising capital, executing M&A strategies, and delivering sustained double- and triple-digit growth.
Kelly’s ability to lead complex integrations and align cross-functional teams has played a pivotal role in scaling companies, launching globally successful products, and strengthening customer retention. She brings deep expertise in post-merger integration, strategic planning, and enterprise-level change management—She is a visionary leader with a sharp focus on maximizing ROI from client investments, developing actionable growth strategies, and enhancing brand equity.
Industries Served
Sectors We Specialize In
Our Process
How We Work
Discovery
Deep-dive immersion, culture assessment, and integration/launch readiness audit.
Strategy
Custom roadmap, synergy identification, and 1 to 365-day milestone plan.
AI Activation
AI workflow deployment and team AI fluency onboarding for all workstreams.
Execution
Hands-on IMO deployment, strategic planning, growth modeling, workstream management, and Day 1 readiness.
Synergy Capture
Real-time AI-powered KPI tracking and cost/revenue synergy realization.
Optimization
(From Integrations to Commercializations)
Post-integration review, continuous improvement, and value acceleration.
Ready to Build Something Extraordinary?
Whether you’re integrating an acquisition, launching a new product, scaling to 9-figures, or engineering your exit — Merger Sage is your growth partner from strategy to execution.
Get In Touch