Solutions
Pre-Acquisition
Diligence Assistance
Key processes, areas for improvement, team review
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Identify Challenges Pre-Close
Potential issues between investment thesis, capital structure, customer and management expectations
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30-60-90 Day Plans
Creation of post acquisition plans and implementation
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Transaction Support
Diligence Organization, ability to assist both sponsor and management in completing key deliverables
Post-Acquisition
Finance Optimization
Assistance with Budgeting, 13 Week Cash Flow, Close and Accounting Processes
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Performance Reporting
Design and implementation of KPIs and reporting solutions
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Team Review
Deep understanding of team in place, responsibilities and gap identification
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Expectation Management
Act as a trusted translator between investment and management teams.
Growth
Acquisition Assistance
Diligence and transaction assistance for tuck in acquisitions
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Merger Integration
Integration of acquisition finance, reporting and cash management processes
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Expense – Strategy Alignment
Deep dive of expenses, eliminating waste while aligning with strategy
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Velocity of Cash
Cash generation review via deep dive of working capital cycle
Challenged
Interim Operating Partner
Able to step in for both full and part time Operating Partner needs, including executive openings and transaction support
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Cost Effective Solutions
Implement the right size cost effective solution to identified challenges
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Process and Strategy Check-Ups
Third party review of perceived broken process and strategies
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Turnaround
Assist / Manage turn-around process when needed