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Success Story

Creating strategic clarity and focus by merging two in-home healthcare disruptors


Executive leaders and venture capital partners within two in-home healthcare companies recognized that their competing models created market confusion and diluted the scale of patient care either company could deliver. After agreeing to merge, the companies engaged Pepper Foster to unite their go-to-market and customer segmentation strategies, organize under a new leadership team, and integrate as a new entity.


Pepper Foster’s comprehensive merger integration plan addressed the case for integration, identification of strategic business drivers, go-to-market analysis, and a business integration roadmap. The consulting team mapped and assessed as-is value streams and business capabilities, established baselines, and recommended to-be service delivery models. By establishing the scope of change required for business integration, Pepper Foster created and managed the detailed delivery plan for integration work streams and led executive leaders in the creation of a business plan, including enterprise objectives and key results.


Pepper Foster’s merger integration delivered immediate results for the new company: launched a new executive leadership team, reorganized merged team members within a new organizational model, discontinued redundant operations, and unified end-user technology and information security. Within three months of the merger transaction closing, the newly formed company had implemented its go-to-market strategy, including the launch of a new brand and online identity, market and customer targeting approach, and streamlined healthcare delivery programs.

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