01
Brand Equity Assessment
Before anything changes, we map what each legacy brand actually carries: client relationships, recognition, reputation signals, and market-specific credibility. Then we decide what moves forward and what retires based on data, not politics.
02
Integration Strategy
The strategic system for how the combined brand shows up. Which name wins, which identity carries forward, how the architecture works across practice areas, and how the story gets told to both firms' existing audiences simultaneously.
03
Client and Employee Communication Plan
Half the risk of an M&A brand transition is inside the company and inside existing client relationships. We build the internal rollout plan, the client outreach language, and the partner communication strategy that keeps the most important relationships from feeling like collateral damage.
04
Identity and System Build
Depending on scenario: a refreshed identity carrying forward one legacy, a new identity for the combined entity, or architecture work for a house-of-brands structure. All built for deployment across the combined firm's digital, physical, and commercial touchpoints.
05
Launch and Post-Close Rollout
The first 90 days post-close are where most M&A brand work fails. We build the launch plan, coordinate rollout across teams, and stay involved through the transition window so the strategy actually lands.