Shift90 Blog

The Shift: From broken merger to integrated growth

Written by Mark Gibson | Mar 27, 2025 10:40:25 AM

EXECUTIVE SUMMARY

In the past few years, I’ve worked closely with several software and services companies navigating post-merger integration. They were backed by ambitious growth plans and were positioned as synergistic from a market and operational standpoint. Yet neither delivered the benefits envisioned in the deal thesis.

These engagements clarified that the breakdown wasn’t due to a lack of product-market fit or financial discipline. It stemmed from a culture mismatch and an invisible misalignment between how each company’s customers bought and how their teams sold.

Sales teams struggled to connect with unfamiliar buyer types. Customers, used to one kind of purchase experience, were confused or turned off by the new approach. Internally, sales and marketing teams found themselves out of sync, operating from different playbooks, serving different expectations, and ultimately losing traction with the market.

These challenges are not unique. With M&A activity in technology services rebounding and economic uncertainty driving a new wave of survival-driven deals, the lessons are urgent and widely applicable.

This article explores what causes M&A failure and how leadership teams can move from broken integration to sustained growth by focusing on the post-merger strategy’s human, operational and buying-side realities.

THE POST-SAAS BUBBLE AND THE ERA OF STRATEGIC RESET

The SaaS market entered a correction phase after the 2021 M&A peak, driven by pandemic-fuelled optimism. Valuations recalibrated, and capital became scarcer. The “growth at all costs” model gave way to efficiency, profitability and capital discipline.

This reset triggered a wave of mergers across VC and PE portfolios. Many were defensive; many were rushed. Companies with unproven paths to profitability were absorbed into more stable entities, and others were bundled together to preserve value.

The consequences of these portfolio patchwork deals are still being felt, especially in product, marketing and sales functions now tasked with stitching together a coherent growth story in real-time.

M&A VOLUME REMAINS STRONG, BUT SHIFTS ARE UNDERWAY

According to EY’s 2024 report, tech M&A rebounded sharply, with deal volumes rising to 857 transactions — the highest in four years — and deal value increasing to US$32.2 billion.

Private equity firms led much of the action, especially in the middle market, focusing on capability roll-ups across cybersecurity, analytics and managed services. Strategic buyers also stepped back in, making bold moves in core verticals like healthcare and BFSI.

While enterprise IT budgets grew only 4–5%, confidence returned in the second half of 2024, fuelled by easing monetary policy and renewed conviction in digital transformation, AI and cloud-based ecosystems.

2025: ECONOMIC SLOWDOWN AND THE NEXT WAVE OF SURVIVAL M&A

Storm clouds are gathering in the second half of 2025. The US tariff war will impact global trade volumes, slow economic growth and increase costs for consumers and businesses, with widespread ramifications across major economies.

For SaaS companies that have yet to reach profitability, this may trigger another round of survival-driven M&As — deals made under pressure rather than strategic vision. The result is more mergers with little commercial readiness, low cultural alignment and sky-high investor expectations.

These “shotgun weddings” will test leadership on all fronts, and the playbook for success differs entirely from that of buoyant, post-funding growth stories.

WHY MOST M&As FAIL

The M&A failure rate is both staggering and persistent. Harvard Business Review puts the number between 70% and 90%, and M&A researcher Yaakov Weber cites that 83% of deals fail to meet their stated goals.

The reasons are rarely related to valuation models or legal structuring. They are about people, alignment and execution. That is where the deal lives or dies.

THE HUMAN FACTOR: M&A’S HIDDEN RISK

Deals may occasionally falter due to executive conflicts, but failures occur more frequently when teams struggle to coordinate, communicate and execute.

This often results in the departure of key engineers and product leaders, disengagement or replacement of commercial leaders, a loss of clarity and confidence in marketing, and cultural clashes that diminish speed and trust.

Consequently, the acquired value dissipates.

These risks are particularly pronounced in technology and software companies, where innovation and market strategy heavily rely on individual expertise, collaboration and a shared vision.

Cultural misalignment is the hidden software bug that crashes your company, draining momentum, morale and market trust when it matters most.

GO-TO-MARKET ALIGNMENT: WHERE M&As WIN OR LOSE

The challenge of integrating go-to-market strategies often arises within 90 days of closing a deal. This is because both executive teams were so preoccupied with the merger during the preceding 90 days that they neglected to maintain momentum in driving revenue.

Revenue targets are missed, pipelines dry up, and sales teams struggle with new narratives.

Why? Four recurring breakdowns explain the pattern:

1. Product Maturity Mismatch and the Case for Buyer Facilitation

One of the most overlooked causes of post-merger underperformance is the disconnect between product maturity and buyer behaviour.

Established customers often hesitate to adopt younger, unproven products, mainly because those offerings have not achieved a precise product-market fit. As a result, cross-sell campaigns stall, pipelines underperform, and confidence fades.

The core issue is not the product but the decision-making process of buyers.

The Technology Adoption Lifecycle

Suppose one company’s customer base consists of early adopters drawn to innovation, speed and possibility, and the other serves pragmatic mainstream buyers who prioritise stability, proof and predictability. In that case, trying to merge those two sales motions without adjustment will inevitably lead to failure.

These audiences respond to entirely different signals: Early adopters buy the “what if”, while mainstream buyers buy the “what is.”

This divergence calls for buyer facilitation, not uniform sales enablement.

Post-merger teams must often run two parallel sales tracks aligned to the customer's buying style. This adds cost and operational complexity, but the alternative is deal loss, message confusion and cultural disengagement.

Effective buyer facilitation involves:

  • Mapping the buying journeys of each ICP
  • Understanding both emotional and functional buying triggers
  • Equipping teams with tools to support decision-making at each stage
  • Aligning marketing, sales and product around how different buyers navigate change

Frameworks like Geoffrey Moore's Technology Adoption Lifecycle, the IMPACT Buying Process from Why Killer Products Don't Sell and Jobs-to-be-Done customer "Switch interviews" help decode these buying differences. They offer the insight needed to craft clear, relevant messaging and equip sales teams to meet customers where they are, not where the company wishes they were.

The goal is not to force consistency. It is to design for buyer fit, even if that means running two sales motions side by side.

2. Selling Skill Disparities

Teams from different sales cultures, consultative vs. transactional, technical vs. commercial, cannot connect with shared targets.

3. Lack of Marketing Preparation

Merged companies often overlook the need to remap their Ideal Customer Profiles, and messages that resonated with one group now fall flat.

4. Underdeveloped Sales Enablement

Sales teams often only know how to deliver a “Why Us” pitch. What they need is fluency in four essential conversations: Why Meet? Why Change? Why Change Now? Why Us?
Without enablement aligned to these conversations, win rates drop and integration stalls.

TECHNOLOGY INTEGRATION: THE BACK-END RISK

While go-to-market integration is the most visible risk, tech stack alignment often hides latent threats:

  • Incompatible platforms cause delays, duplication and internal confusion
  • Data migration challenges impact CRM, analytics and revenue operations
  • Security vulnerabilities emerge as systems merge without unified protocols

A clear integration roadmap covering architecture compatibility, data mapping and cybersecurity policies is essential for operational continuity.

MERGER SUCCESS CHECKLIST: WHAT TO DO DIFFERENTLY

Success post-merger is not a mystery. It relies on disciplined execution. Here is a practical checklist to guide leadership:

🔍 Pre-Merger

  • Conduct cultural due diligence alongside financial
  • Identify and map customer buying behaviours
  • Align product and go-to-market fit
  • Define early leadership structure and decision rights

🧭 Day 0–90

  • Create a communication plan for employees and customers
  • Conduct JTBD Customer “Switch Interviews” and revisit ICP definitions
  • Stand up an integration task force with workstreams for sales, marketing, tech, people and product
  • Launch early “win stories” to reinforce momentum

📊 Key Metrics

  • Talent retention in key roles (engineering, sales, product)
  • Sales velocity and pipeline coverage across merged offerings
  • Onboarding and adoption of the new narrative across the entire merged entity
  • Employee engagement and sentiment tracking
  • Customer NPS and renewal rates post-integration

WHAT’S NEXT IN M&A: THE FUTURE OF INTEGRATION

Looking ahead, the way we merge companies is evolving:

  • AI will be more prominent in mapping organisational structures, surfacing at-risk accounts and personalising enablement at scale.
  • Rev. Ops. teams will use automation to run faster integration campaigns with precision targeting.
  • Integration-as-a-service models may emerge, with boutique firms offering full-stack commercial integration capabilities to private equity firms and corporate acquirers looking to strengthen their strategic positions.

As M&A complexity grows, the winning companies will treat integration not as a spreadsheet exercise but as a human, customer-led transformation.

SUMMARY

SaaS M&A is not slowing, but the path to success is narrowing.

The next wave of deals will be driven by economic necessity, not market exuberance, raising the stakes higher.

Success post-merger will depend on your ability to listen, align, and act faster and with more empathy than ever before. It is not about integrating operations; it is about integrating understanding.

From broken merger… to integrated growth.