Service

M&A & Transaction Services

Execute transactions with precision and confidence.

M&A & Transaction Services

What this means

Senior advisory, where it counts.

True Records and Information Management Inc. provides end-to-end M&A advisory and transaction services that empower organizations to execute deals with confidence, speed, and precision. Our services span IT and operational due diligence, integration planning, divestitures, and carve-outs — all delivered with a structured, disciplined approach.

From pre-deal assessments through Day 1 readiness and post-close integration, we help clients identify risks early, capture synergies, and minimize operational disruption. Our team works closely with executive leadership, finance, and operations to align technology, data, and business processes throughout the transaction lifecycle.

We bring deep expertise in TSA development, infrastructure migration, application rationalization, and organizational change — supporting both buy-side and sell-side scenarios. Whether integrating an acquisition or separating a business unit, we ensure technology and operations move in lockstep with deal objectives.

True Records also serves as an extension of corporate development, integration management offices (IMOs), and private equity sponsors — bringing rigor, transparency, and practical leadership to every transaction. Our approach minimizes value leakage, accelerates synergy realization, and ensures that integration or separation milestones are achieved on time and within budget.

By combining strategic insight with hands-on execution, we help organizations preserve value, accelerate transformation, and position themselves for sustained growth post-transaction.

Built for

  • Corporate development and deal teams
  • Private equity sponsors and portfolio operators
  • CFOs and integration leads

Outcomes that matter

Day 1

operational readiness, every time

100 days

to lock in synergy run-rate

0 surprises

on records and data risk

What we deliver

Tangible outputs. Lasting outcomes.

  • 01Information due diligence on target organizations
  • 02Day-1 readiness for systems, data and records
  • 03Integration playbooks and TSA support
  • 04Carve-out execution for divestitures
  • 05Post-close stabilisation and value capture

How we approach it

Process-driven. Results-focused.

01

Assess

Understand the business, the risks, and what's truly at stake.

02

Design

Build tailored strategies, frameworks, and target operating models.

03

Plan

Define priorities, sequencing, resources, and a credible roadmap.

04

Execute

Lead delivery — pragmatic, accountable, and outcome-driven.

05

Deliver Value

Measure what changed. Lock in benefits. Hand over confidently.

Let's talk

Ready to talk about m&a & transaction services?

Confidential, no-obligation conversation with a senior advisor.