Sector:
Industrial and Commercial Services
Service Lines:
Integration Planning
Client Situation
A Private Equity firm closed on a major acquisition for a platform company operating in IT services for the SMB market
With an attractive market opportunity and tough competitors, the combined business needed to get off to a strong commercial start
How We Helped
Reviewed the diligence work completed and the PE owner’s investment rationale for combining the companies
Conducted interviews with management from each company to understand views on market 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
Worked with commercial teams to develop a combined Go-to-Market strategy that focused on cross-selling and revenue synergy capture, target customer segments and deployment of business development and account managers, and internal sales support
Facilitated the organizational design of the leadership and commercial teams and guided the client team through challenging placements
Established a program management team to help oversee ongoing progress
Result
Client got off to a strong commercial start and realized several notable cross-selling wins
Overall objectives on bringing the two companies together were also met, including some cost savings across several functional areas
Client later went on to acquire several add-on companies and used the same approach to achieve early wins