Data as of Nov 6, 2026Mock data

Home
Current Portfolio
Acquisitions
Integration
Investor Relations

Loading…

Prototype for discussion. All figures, codenames and regions are placeholders.

Integration

Every acquired company moving through the same four-phase playbook

Illustrative data · not Fairgrove actuals

Units integrating · 3 companies

1,040

Milestones completed on time

93%

Critical issues open

Integrations on track

1 of 3

Project Alder

300 units · San Diego · closed Oct 1 · current phase Integrate

At riskManage integration

Prepare

4 / 4 · complete

Transition

12 / 12 · complete

Integrate

1 / 17

Optimize & Handoff

0 / 5

17 of 38 milestones complete · current phase 1 of 17

Workstreams

Owner: Client Relations

Status

Critical issues open0

Next milestoneStaff training complete

Owner communications41 of 41 owners

Run-rate synergies captured$0.2M of $0.2M

Project Birch

220 units · Orange County · closed Oct 25 · current phase Transition

At riskManage integration

Prepare

4 / 4 · complete

Transition

7 / 15

Integrate

0 / 14

Optimize & Handoff

0 / 5

11 of 38 milestones complete · current phase 7 of 15

Workstreams

Owner: Client Relations

Status

Critical issues open0

Next milestoneOperating baseline confirmed

Owner communications32 of 50 owners

Run-rate synergies captured$0.13M of $0.15M

Project Cedar

520 units · Inland Empire · closed Aug 24 · current phase Integrate

On trackManage integration

Prepare

4 / 4 · complete

Transition

14 / 14 · complete

Integrate

17 / 22 · current

Optimize & Handoff

2 / 6

37 of 46 milestones complete · current phase 17 of 22

Workstreams

Owner: Client Relations

Status

Critical issues open0

Next milestoneDaily bank reconciliation live

Owner communications64 of 64 owners

Run-rate synergies captured$0.52M of $0.7M

On track: Integrate phase, ahead of plan. The ledger cutover is locked for Nov 14 and daily bank reconciliation is running in parallel ahead of go-live.

Combined workload by team

Concurrent active tasks across all three integrations. These are task counts, not headcount or hours. The marker is each team's threshold.

Technology

34 · 39 with Harbor

Operations

30 · 36 with Harbor

Finance

26 · 31 with Harbor

People

22 · 28 with Harbor

Controls

18 · 22 with Harbor

Client Relations

15 · 20 with Harbor

With Harbor: estimated extra tasks from its draft playbook. Every team stays within its threshold.

Next up: Project Harbor

Open company review

Pre-close readiness. Not yet in units integrating until it closes.

Acquisition stageClosing

Expected closeDec 12, 2026

Units expected640 · Inland Empire

Pre-close checklist14 of 22 tasks complete

Integration playbookDraft ready, approval at close

Receiving teamTwo new hires start before close

ReadinessOn track