Acquisitions Consulting

SERVICES TO HELP YOUR BUSINESS FLOURISH

Our team of experts provide buy-side and sell-side acquisitions consulting services to help public and private companies achieve their business goals. We’ll help you optimize performance, minimize risk, and support you through the integration process.

Deal Cycle COnsulting
  • Long Term Planning

3-5 year, 3 statement planning for long-term vision casting

  • Assumption Drivers

Company, industry and market-specific assumption drivers

  • Functional Leadership Input

Individual functional leader input layering to provide accountability

  • Initiative Quantification & Optionality

Initiative layering to provide visibility through significant organization transitions

  • EBITDA Enhancement

Deep Dive analysis of revenue, margins, pricing, peak period expenses, & normalized performance to inform enhancements

  • Three Statement Business Unit Carve-outs

BU alignment of revenues & margins, procurement, headcount, overhead & the attributable cash flows

  • Balance Sheet Scrub

Detailed review of assets, liabilities, accruals, estimates & reconciliations to ensure accuracy of EBITDA & working capital

  • Normalized EBITDA Review

Detailed review of margins, labor, & procurement to identify normalized performance

  • Mock Diligence Discovery

Third party mock diligence to uncover & prepare defenses required to support your valuation

  • Manage Dataroom Library

Manage secure online repository for document storage & distribution

  • EBITDA Enhancement

Deep dive analysis of revenue, margins, pricing, peak period expenses, & normalized performance to inform enhancements

  • Three Statement Business Unit Carve Outs

BU alignment of revenues & margins, procurement, headcount, overhead & the attributable cash flows

  • Normalized EBITDA Review

Detailed review of margins, labor, & procurement to identify normalized performance

  • Mock Quality of Earnings Discovery Exercise

Third party mock review to uncover & prepare defenses required to support your normalized earnings representations.

  • Manage Dataroom Library

Manage secure online repository for document storage & distribution.

  • Evaluate Integration Charters

Assess integration goals, objectives, friction & the responsibilities of team members

  • Evaluate Integration Team & Leadership 

Assess capacity & focus of leadership & team members associated with integration goals

  • Manage Dataroom Library

Manage secure online repository for document storage & distribution

  • Deal Thesis Modeling

Align strategies with target valuations to inform future strategy decisions

  • Synergy Modeling

Define & evaluate synergy expectations to inform future strategy decisions

  • Friction Costs Modeling

Isolating unanticipated friction costs to evaluate exposure & future strategy decisions

Integration Consulting
  • Interim Management

Experienced operators to assume leadership, responsibilities, and drive improvements & transitions

  • Direct & Indirect Cash Modeling 

Short term & long-term reporting & forecasting of sources & uses of cash. Detailed analysis of cash conversion cycle

  • Close & Reporting Cadence

Align close process & reporting cadence with acquirer.  Assess processes & implement improvements to enhance visibility

  • Key Performance Reporting 

Align executive goals & strategies to performance drivers.  Establish visibility & communication of key performance driver

  • System Transition & Integration

Assess current state & future state systems needs.  Develop transition plan, preparation cycles & execution cycles

  • Working Capital Tracking & Reporting

Detailed analysis, tracking & reporting of acquired working capital to inform your PEG disputes

  • TSA Separation

Project Management & resources to coordinate & execute separation of each function under TSA

  • Workforce Transitions

Coordinated function by function workforce rationalization & planning to align to synergy strategies

  • Full Department in a Box

Ready to deploy full department functions & teams ready to drop into an organization

  • Role Transitioning

Develop task by task documentation, desktop procedures & role analysis to support your workforce transitions

  • System Transition & Integration

Project Management & resources for planning through to the “go live” milestone

  • Process & Control Assessment

Assess current state & opportunities for optimizing processes while developing a roadmap to achieve desired state

  • Disaggregated Business Units & Product Lines

Disaggregated performance down to product or service contribution margin levels

  • Singular Focus on Project Objectives

Focused project teams without distractions to ensure desired execution

  • Sales Cycle & Backlog Waterfalls

Detailed analysis of backlog, leads, & close probability to waterfall pipeline’s value & conversion timing

  • Go-Get Revenues to Meet Plan

Analysis of pipeline vs plan to identify go-get revenue needed.  Inform probability based upon pipeline capacity & conversions

  • Project Management Coordination & Communication

Concise, active communication with sponsors, & team members to ensure desired execution

  • Strategic Board Objectives Cascaded to Individual Tasks

Align executive goals & strategies to performance drivers, tasking & task owners

  • Periodic Forecast Process

Cadenced forecasting driving predictability across any process or financial result

  • Align with Close Process & Reporting

Forecasting accuracy, timeliness & processes aligned with the close & reporting process

  • Product & Service-level Performance Analytics

Disaggregated forecasting down to product or service contribution margin levels

  • Departmental Expense Review & Reforecast

Department by department expense analysis & re-forecasting to inform expectations

  • Three Statement Model Forecasting

Forecasting profit & loss through the cash conversion cycle

  • Deep Dive Expense Analytics

Detailed analysis of peak period expenses & non-recurring organization burdens to inform normalized financial results

  • Normalized EBITDA Review

Detailed review of margins, labor, & procurement to identify normalized performance

  • Margin Erosion Analytics

Detailed analysis of contract & product pricing to identify margin erosion

  • Asset & Liability Assessment

Detailed review of assets, accruals & estimates to ensure accuracy of EBITDA

  • Synergy, Savings Management & Analytics

Program management reporting & driving activity aligned to strategic goals

DILIGENCE

  • Assess Deal Thesis Deficiencies

Hindsight leveraged evaluation of strategies & valuations to inform future strategy decisions

  • Assess Unanticipated Friction Costs

Isolating unanticipated friction costs to evaluate further exposure & future strategy decisions

  • Assess Synergy Expectations

Hindsight leveraged evaluation of synergy expectations to inform future strategy decisions

INTEGRATION

  • Evaluate Integration Charters

Assess integration goals, objectives, friction & the responsibilities of team members

  • Evaluate Integration Leadership

Assess capacity & focus of leadership associated with integration goals

  • Evaluate Integration Coordination

Assess coordination & tasking associated with integration goals

The VIP Team