We partner with CEOs and Operating Partners to potentiate the value of each add-on acquisition. Our goal is to improve their competitive position in the market, reduce costs and maximize their go-to-market capabilities to achieve profitable revenue growth.
We respect the confidence of our Private Equity clients and their portfolios. For more information on our clients, we would be happy to provide references upon request during our evaluation process.
Our portfolio of services draws on our ability to work with our clients to determine the best way forward with precision and confidence. Clients rely on us to define clear, practicable solutions for their challenges and opportunities ensuring we accomplish the expected result. Below are two case study summaries to visualize how we have helped real clients.
BUSINESS INTEGRATION CASE STUDY
CHALLENGE
A public safety policy and training solutions company acquired a wellness technology solution for high-stress professions. The acquisition was integrated as an asset purchase where the new product and the customer list was migrated into the platform company’s business processes and systems. Core people, process and systems integration was completed in 60 days including Order to Cash process, Marketing, Collaboration, email and file migration, contracts. The accounting team, processes and systems were completely integrated in 90 days.
SOLUTION
- Core people, process and systems integration in 60 days:
Including: Order to Cash, Marketing, Collaboration, Email and File migration, Revenue Recognition, Billing, and Contracts - Accounting migration was completed in 90 days
- Significant integration debt reduction – Cleanup of legacy Salesforce objects, workflow, customizations, and data
- Migration of two years of history into financial reporting system
RESULTS
- New consolidated organizational chart
- Adjusted processes for new product offering
- Cross-sell deals initiated in 7 weeks of deal close
BUSINESS OPTIMIZATION CASE STUDY
CHALLENGE
Post-Acute Healthcare provider with high operating costs negatively impacting profitability. The provider needed to realign technology and staff to match their new strategic direction. Current IT infrastructure was not scalable, requiring large staff to manage and maintain.
Due diligence analysis identified the need for changes in IT leadership, realign 3rd party providers, evaluate use of consultants, improve reliability of information and telecom systems, and reduce overall cost for information technology.
SOLUTION
- IT Management evaluation
- Technical team staffing model
- 90-day improvement plan
- Vendor and contract review
- Provided Interim CIO
- Implemented industry specific CRM
- Re-engineered telecom and data network
- Integrated triage call center and pharmacy benefits with medical record system
RESULTS
- Lowered annual IT budget by 40%
- Reduced IT staff budget by 30%
- Reduced annual offshore development costs by $144,000
- Negotiated early contract exit saving $68,000/year
- Reduced software seat licenses to save $62,000 annually
- Reduced monthly telecom costs by $12,000 saving $144,000/year
- Reduced annual video and phone conferencing costs by $16,800