Solutions
Pre-Acquisition
Diligence Assistance
Key processes, areas for improvement, team review
Identify Challenges Pre-Close
Potential issues between investment thesis, capital structure, customer and management expectations
30-60-90 Day Plans
Creation of post acquisition plans and implementation
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
Performance Reporting
Design and implementation of KPIs and reporting solutions
Team Review
Deep understanding of team in place, responsibilities and gap identification
Expectation Management
Act as a trusted translator between investment and management teams.
Growth
Acquisition Assistance
Diligence and transaction assistance for tuck in acquisitions
Merger Integration
Integration of acquisition finance, reporting and cash management processes
Expense – Strategy Alignment
Deep dive of expenses, eliminating waste while aligning with strategy
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
Cost Effective Solutions
Implement the right size cost effective solution to identified challenges
Process and Strategy Check-Ups
Third party review of perceived broken process and strategies
Turnaround
Assist / Manage turn-around process when needed