Private Equity
INDUSTRY
10
EMPLOYEES
$50M
ANNUAL REVENUE
Multi-National PE Investment Integration
VIP SOLUTIONS CASE STUDY
BACKGROUND
Our Private Equity client needed assistance integrating multi-national portfolio companies, with a focus on consolidating financials.
OBJECTIVES
Assess portfolio company accounting and finance functions for integration
Implement acquirer's reporting processes and new accounting system
Prepare purchase price allocation for OBS
Prepare working capital tracking deliverables
Create finance function for portfolio company
SOLUTIONS
Evaluated process flows and system environment for integration
Aligned close calendar to acquirer's timeline and the acquirer's monthly and board reporting format
Project managed a system implementation
Prepared working capital tracking deliverables
Implemented cash flow forecasting and Power BI reporting
FULLY INTEGRATED ACQUIRED COMPANY
including systems, charts of accounts, inventory costing methodology, and staff
