In 2024, Brazil recorded 1.247 merger and acquisition operations, according to the consulting firm Kroll, and post-merger integration — known as Post-Merge Integrity (PMI) — it is a decisive moment for the success of these transactions. The Louro Tech, founded in 2024 by Felippe Pires, former partner of XP and current CEO, solved this problem by combining artificial intelligence (AI), real-time data consolidation and an advanced CRM, reducing the average time of the PMI from long months to just a few days. Currently, the company manages over R$ 20 billion in assets and is projected to reach R$ 100 billion by the end of 2025
During the PMI, there are several barriers to be faced by the companies involved. Every minute counts. Integrating different systems is not just a technical issue – it is an operational risk that amplifies cultural shocks between teams. When essential information is lost in the transition, "what was supposed to be synergy becomes a problem", explain Pires.The specialist cites as an example, the data integration that he and Louro Tech carried out between two companies. Consolidate the historical commercial management data of the two companies to enhance synergies, for example, it would take at least two months. We reduced this time to three days, "performing the merger without losing a single piece of data", comment on the CEO.
Another facilitator can be the tool used by organizations to analyze and manage their data. If the companies involved in the merger or acquisition previously used the same tool, the post-merger transition becomes much smoother. "The fact of using the same data structure makes it much easier in PMI". And since the installation and implementation of the tool is very quick – we configure and implement in up to a week –, "we were able to merge companies more efficiently regarding data management", complements the CEO
Studies indicate that 41% of mergers and acquisitions fail due to integration issues between companies, leading to significant financial losses. The inability to quickly consolidate strategic information can result in loss of customers, misalignment between teams and difficulties in adapting to new operational processes. The specialist explains that an office managing R$ 500 million in assets, for example, it can take an average of 16 hours a week correcting errors between disconnected spreadsheets — time that could be dedicated to acquiring new clients
The efficient integration of data not only accelerates the operational transition, it also allows companies to ensure regulatory compliance and mitigate legal risks. Financial documentation and mandatory reports can be generated automatically, reducing errors and ensuring transparency for audits and regulatory bodies. "It is not just about consolidating data", but to ensure that the entire operation runs smoothly, avoiding regulatory sanctions and optimizing time, complements Pires
This efficiency directly impacts talent retention within the companies involved in the merger. An agile and well-structured process minimizes uncertainties, reducing the turnover rate of key professionals. Companies that face prolonged and disorganized transitions often lose strategic talent to competitors, compromising business continuity. Louro Tech's technology facilitates team adaptation, ensuring that the merger achieves its growth and operational synergy objectives
