Sector:
Industrial and Commercial Services
Service Lines:
Integration Planning
Client Situation
A Private Equity firm closed on two add-on acquisitions for a platform investment during a short time period
The combined company offered compliance and risk management software and services, and had a strong market opportunity to capitalize upon
But there was no clear plan to drive the business, and the situation was made more difficult with competing priorities and unresolved commercial issues
How We Helped
Reviewed the diligence work completed and the PE owner’s investment rationale for combining the three companies
Conducted interviews with management from each legacy company to understand views on opportunities, offerings and customers, and challenges
Collaborated with management to frame out the integration plan, including objectives and initiatives, and mobilized a broader team to develop and execute detailed plans
Co-created a Go-to-Market approach that reflected the combined offerings, target customer segments, marketing focus, and sales and services organization to go after the market opportunity
Supported management with commercial organization integration and a talent placement process
Established a program management team to help oversee ongoing progress
Result
Client successfully developed and executed against the integration plan and accomplished its objectives
Company got off to a strong start in the market, and went on to complete a small add-on acquisition later that year
PE owner ultimately sold the business for a very high investment return