# Merger Sage Integration Advisory
> Expert post-merger integration and growth consulting for private equity-backed companies and lower-middle market M&A transactions.

## About
Merger Sage is a boutique advisory firm led by Kelly McKnight-Goelz, a C-suite executive with 25+ years of experience building, scaling, and integrating enterprises from startups to $36B organizations. Kelly has personally co-engineered a 17X EBITDA acquisition exit, delivered 28% revenue growth within 7 months of post-merger integration, and launched 100+ FDA/cGMP regulated products across medical devices, nutraceuticals, healthcare, and consumer goods.

Merger Sage serves PE operating partners, deal sponsors, portfolio company CEOs, and M&A dealmakers in the lower-middle market who require hands-on, AI-powered integration management from LOI through full synergy realization.

## Services

### Post-Merger Integration
- Pre-close planning, due diligence readiness, and integration roadmap creation
- Day 1 readiness and launch management
- Integration Management Office (IMO) deployment with AI-powered KPI dashboards and synergy trackers
- Synergy identification, tracking, and realization
- Cultural and people integration programs
- Technology, ERP/CRM alignment, and AI workflow deployment for combined teams

### Growth Consulting
- Strategic growth and scale planning
- Go-to-market strategy and commercialization (100+ product launches)
- Diversification and new vertical entry
- Value creation and exit strategy engineering
- AI fluency onboarding for leadership and workstream teams

## Key Credentials
- 17X EBITDA exit multiple achieved as C-suite officer in public company acquisition
- 28% revenue growth delivered within 7 months of post-merger integration
- 65% sales growth delivered across engagements
- 100+ products launched across FDA/cGMP regulated industries
- 25+ years operating in medical devices, healthcare, nutraceuticals, PE, and CPG sectors

## Ideal Client Profile
Private equity firms (lower-middle market, $100M–$1B AUM) with active acquisition pipelines. Portfolio company CEOs navigating post-close integration. M&A dealmakers and operating partners who need a proven integration partner from Day 1.

## Industries Served
Medical Devices, Healthcare, Nutraceuticals, Contract Manufacturing, Skincare & Beauty, Health-Tech, Wellness, FDA/cGMP Regulated Manufacturing, Private Equity Portfolios, B2B Professional Services, Consumer Products, Strategic Roll-Ups, AI-Enabled Organizations

## Contact
- Website: https://www.mergersage.com
- Phone: (727) 412-4663
- LinkedIn: https://www.linkedin.com/in/kellymcknightgoelz
- Location: Tarpon Springs, Florida 34689
- Book a Strategy Session: https://calendly.com/mergersage/30min

## Key Pages
- Homepage: https://www.mergersage.com
- Why Us: https://www.mergersage.com/why-us
- Results: https://www.mergersage.com/results