FOR MERGERS & ACQUISITIONS TEAMS

M&A Integration Without
the Blind Spots.

DataHaven helps carriers accelerate diligence, integrate faster, and gain visibility across acquisitions—without rebuilding their tech stack.

The M&A Integration Challenge

Even successful acquisitions face critical operational challenges that can delay value realization and create lasting blind spots in combined operations.

Fragmented Data Models

Incompatible data structures across policy, claims, and financial systems create integration nightmares.

Manual Normalization

Teams spend quarters manually reconciling data formats, delaying operational visibility.

Delayed Operational Metrics

Lack of real-time access to combined ratio, reserve adequacy, and portfolio performance metrics.

Unclear Data Ownership

Post-acquisition confusion about data governance, access controls, and reporting responsibility.

Extended Integration Timelines

Technology integration projects stretch from months to years, preventing operational synergies.

The Cost of Integration Delays

Extended integration timelines can delay synergy realization by 12-18 months, while data blind spots create ongoing operational and regulatory risks.

PRE-MERGER / DEAL STAGE

Accelerate Due Diligence

Make informed acquisition decisions with comprehensive data analysis and portfolio assessment capabilities—before integration begins.

Due Diligence Acceleration

Profile loss ratios, premium mix, reserve health, and policy counts across targets quickly.

Rapid loss ratio analysis across portfolios
Premium composition and trend analysis
Reserve adequacy assessment tools
Policy count and distribution metrics

Data Quality & Structure Assessment

Evaluate target data structure, gaps, and tech stack without needing full integration.

Data quality scoring and gap analysis
System architecture documentation
Integration complexity assessment
Data migration planning support

Portfolio Performance Analysis

Compare target books to internal performance benchmarks—even if systems don't match.

Cross-portfolio performance comparison
Benchmark analysis against industry standards
Risk profile assessment
Synergy opportunity identification

Pre-Merger Timeline: From LOI to Close

1

Week 1-2

Data Access & Quality Assessment

2

Week 3-4

Portfolio Analysis & Benchmarking

3

Week 5-6

Integration Planning & Risk Assessment

POST-MERGER / INTEGRATION

Seamless Integration

Achieve operational unity from Day 1 with unified data architecture that connects disparate systems without disruption.

Multi-System Data Ingestion

Ingest policy, claims, financial, and reinsurance data regardless of system (core, legacy, or TPA-based).

Universal data connector framework
Real-time and batch ingestion options
Automated data validation and cleansing
Legacy system integration without replacement

Cross-Entity Reporting

Deliver real-time dashboards across business units and legal entities in weeks—not quarters.

Unified reporting across all entities
Real-time operational dashboards
Cross-entity performance comparison
Automated regulatory reporting

Governance & Ownership Alignment

Set access controls, data lineage, and data ownership from Day 1 of integration.

Role-based access control setup
Complete data lineage tracking
Audit trail maintenance
Data stewardship assignment

Unified Architecture, No Rebuild

Allow different systems to coexist under a single reporting and governance layer.

Non-disruptive system integration
Gradual migration pathways
Unified data governance layer
Preserved operational continuity

Integration Workflow: From Close to Unified Operations

Day 1

Data ingestion setup and validation

Week 1

Governance and access control deployment

Week 2-3

Unified reporting and dashboard launch

Month 1+

Full operational integration and optimization

Enterprise Scalability

Built for enterprise complexity—support unlimited entities, jurisdictions, and operational models as your M&A portfolio grows.

Multi-Carrier Operations

Manage multiple insurance carriers, brands, and subsidiaries from a single unified platform.

Centralized multi-carrier visibility
Brand-specific reporting and dashboards
Subsidiary performance tracking
Consolidated regulatory compliance

Multi-Jurisdictional Support

Scale across different regulatory environments and geographic markets seamlessly.

Regional compliance adaptation
Currency and localization support
Cross-border data governance
Jurisdiction-specific reporting

Intercompany Reconciliation

Automate complex intercompany transactions and eliminate reconciliation bottlenecks.

Automated intercompany matching
Cross-entity transaction tracking
Elimination entry automation
Real-time reconciliation status

Entity-Level Profitability

Track financial performance and KPIs at every level of your organizational structure.

Entity-specific P&L tracking
Cost allocation management
Performance benchmarking
ROI and ROIC calculations

Enterprise M&A Architecture

Parent Company

Central governance and oversight

• Policy oversight
• Strategic reporting
• Compliance monitoring

Regional Entities

Geographic market operations

• Local compliance
• Market-specific products
• Regional reporting

Acquired Companies

Integrated portfolio companies

• Operational integration
• Performance tracking
• Synergy realization
Entities
Unlimited scaling
50+
Countries
Global deployment
24/7
Operations
Always-on platform
99.9%
Uptime
Enterprise reliability

Measurable Results

Real outcomes from M&A teams who have transformed their integration processes with DataHaven's unified data platform.

75%

Faster Time to Value

Reduce time from acquisition close to operational visibility by 12-18 months.

Accelerated due diligence processes
Immediate post-close data access
Rapid reporting deployment
Faster synergy realization
60%

Faster Reporting Deployment

Deploy unified reporting across newly acquired books in weeks, not quarters.

Automated report generation
Cross-entity dashboard creation
Real-time KPI tracking
Regulatory reporting acceleration
100%

Eliminate Blind Spots

Complete visibility into combined ratio performance across all acquired portfolios.

Real-time loss ratio tracking
Reserve adequacy monitoring
Portfolio performance analysis
Risk exposure visibility
90%

Reduced Integration Complexity

Minimize operational disruption while achieving full system integration.

Non-disruptive data integration
Preserved operational continuity
Gradual system migration
Reduced technical debt
"
DataHaven enabled us to gain immediate visibility into our acquired portfolio without disrupting existing operations. We had unified reporting across all entities within three weeks of close.
Chief Integration Officer
Regional Insurance Group
Calculate Your M&A Integration ROI

Ready to Transform Your M&A Operations?

Planning an acquisition or already integrating a new entity? Let's make your M&A operations intelligent from Day 1.

Schedule a Demo

See DataHaven's M&A integration capabilities in action with a personalized demonstration.

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Time-Sensitive Integration Support

M&A Integration Windows Are Critical

The first 90 days post-close determine long-term integration success. Get DataHaven deployed before your next acquisition closes to maximize day-one visibility and operational continuity.

Enterprise-Grade Security
SOC 2 Type II & GDPR compliant
Rapid Deployment
Go-live in weeks, not quarters
Proven Track Record
Trusted by 100+ insurance enterprises