Case Study
From M&A Complexity to Strategic Clarity
B2B fintech · Growth-stage startup · M&A integration
"Without the Product Science Group, it would have been a lot more painful and probably would have taken longer to get to where we are. I definitely would recommend it if someone was integrating in another company or product."
In partnership with
At a glance
Client
CashAnalytics (post-acquisition by GTreasury)
Category
B2B fintech, growth-stage, M&A integration
Engagement
Post-acquisition product integration strategy
Co-led with
Holly Hester-Reilly, CEO, Product Science Group
Outcomes
A strategic integration roadmap, evidence-based decisions the executives could act on, and stronger alignment between the CashAnalytics and GTreasury teams.
The challenge
GTreasury was integrating CashAnalytics' forecasting solution into their ecosystem, bringing adjacent product capabilities to their target customer profile. The initial ask for Dina Levitan, Holly Hester-Reilly, and Product Science Group was a straightforward gap analysis between the two products.
The work
We went beyond the gap analysis and built the full integration strategy. Four things drove the engagement:
- Comprehensive system analysis across both GTreasury and CashAnalytics, digging into functionality and limitations end to end.
- Stakeholder and user interviews across both companies, plus their customers, to ground the strategy in real needs rather than assumption.
- Evidence-based recommendations that combined the quantitative analysis with the interview data into one integration story.
- Objective decision-making where the data and the customer insights drove the path forward, not organizational politics.
"She's looking at it externally, dispassionately, but also bringing the wealth of how you build products, how you build a strategy around the products. She engaged all parts of the group. She was speaking to sales, potential customers, CashAnalytics customers, the management team, all the different functional areas. Where if you're doing that internally, you might say, 'I'm not going to talk to sales', or there could be politics. It's that expertise, plus the rigor and the methodology to do it."
"I've worked with a few people who always have to be right, and they'll argue with you forever until you stop arguing with them. Dina wasn't like that. She focused on the best idea, the best outcome, what the data supported. She looked for evidence."
The outcomes
- A strategic integration roadmap, well beyond the original gap-analysis brief
- Clear user understanding from stakeholder and customer interviews across both companies
- Evidence-based decisions the executive teams could act on with confidence
- Improved internal alignment between the CashAnalytics and GTreasury teams
"Bringing in an expert pays dividends over and above the project itself. It's the injection of new ideas. If I were hiring the Product Science Group in, I'd be looking to get as many of my staff to work with that person, so they can see how that person operates and learn a bit. When the project's over, there's a lasting effect because people inside your organization have learned from that resource."
"Dina and the PSG methodology gave us the clarity we needed to make fast decisions on how to commercialize an incredibly exciting, best-in-breed acquisition. We were able to hit the ground running and move fast."