Mercer M&A Integration Sales Trigger

🚀 Battle Card: Mercer Global Advisors, Inc.

• Katelyn (Kate) Shackleton, Executive Managing Director, New Partner Success · 🔗 [LinkedIn](https://www.linkedin.com/company/mercer-advisors)

• Mercer Global Advisors, Inc. sales trigger signals accelerated M&A integration needs and budget for integration tools → Source

• Unscalable partner firm integration process amid record acquisition pace

• Inconsistent service delivery across newly acquired advisory teams

• Primary: Partner integration platform → streamlined onboarding & faster time-to-value

• Expansion: Change management consultancy → high partner satisfaction & reduced churn

• HQ: Denver, CO

• Employees: ≈ 1,370

• Rev: ≈ $200 M

• Website: [merceradvisors.com](https://www.merceradvisors.com/)

🤼 Competitive Intel

• Workday — HRIS / Talent Management
• Unique edge: Unified global HR and finance suite
• Evaluated by CHRO for enterprise scalability

• BambooHR — HR Onboarding / Mid-Market
• Unique edge: Rapid deployment & user-friendly interface
• Evaluated by VP HR for faster partner onboarding

• Coupa — Procurement / Spend Management
• Unique edge: Real-time spend visibility & analytics
• Evaluated by COO for acquisition spend controls

• Greenhouse — Recruiting / ATS
• Unique edge: Structured hiring workflows & seamless ATS integration
• Evaluated by Talent Acquisition Director for post-merger hiring

• Lattice — People Success / Performance Management
• Unique edge: Continuous performance feedback & engagement
• Evaluated by VP People for employee integration

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Katelyn
COMPANY     = Mercer Global Advisors, Inc.
DEPT        = New Partner Success
SIZE        = ≈ TBD
BOTTLENECK  = unscalable partner firm integration process
EVENT       = Kate Shackleton named Executive Managing Director, New Partner Success
DETAIL      = Kate’s appointment as Head of New Partner Success
PAIN        = inconsistent service delivery across newly acquired advisory teams
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251014582131&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 1,370
REV_EST     = ≈ $200 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person New Partner Success

Katelyn—noticed your New Partner Success team is ≈ TBD.

That’s when unscalable partner firm integration process slows growth.

We helped ≈ TBD fix this with ≈ TBD.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Kate’s appointment as Head of New Partner Success — inconsistent service delivery across newly acquired advisory teams.  
≈ TBD. ≈ TBD.  
Quick chat?