In 2024, Brazil recorded 1,247 merger and acquisition transactions, according to consulting firm Kroll, and post-merger integration — known as Post-Merge Integrity (PMI) — is a crucial moment for the success of these transactions. 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 PMI from several months to just a few days. Currently, the company manages over R$ 20 billion in assets and projects to reach R$ 100 billion by the end of 2025.
During 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 clashes between teams. When essential information is lost in the transition, what was supposed to be synergy becomes a problem," explains Pires.The specialist cites as an example the data integration that he and Louro Tech carried out between two companies. "Consolidating the historical commercial management data of the two companies to enhance synergies, for example, would take at least two months. We reduced this time to three days, merging without losing a single piece of data," comments 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 process use the same tool beforehand, the post-merger transition becomes much smoother. "The fact that using the same data structure makes PMI much easier. And since the installation and implementation of the tool are very quick – we configure and implement it in up to a week – we are able to merge companies more efficiently in terms of data management," adds the CEO.
Studies indicate that 41% of mergers and acquisitions fail due to integration failures between companies, leading to significant financial losses. The inability to quickly consolidate strategic information can result in loss of clients, 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, can spend an average of 16 hours a week correcting errors between disconnected spreadsheets — time that could be dedicated to acquiring new clients.
Efficient data integration not only accelerates operational transition but 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 agencies. "It's not just about consolidating data, but ensuring that the entire operation runs smoothly, avoiding regulatory sanctions and optimizing time," adds 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 facing prolonged and disorganized transitions often lose strategic talent to competitors, jeopardizing business continuity. Louro Tech's technology facilitates team adaptation, ensuring that the merger achieves its growth and operational synergy objectives.