Acquisition Integration Archives

Acquisition Required Conversion to Parent Company ERP System

Acquisition Required Conversion to Parent Company ERP System Client Situation A travel company was recently acquired by a multinational company. As a result of the acquisition, the company was asked to convert over to the parent organization’s SAP ERP management information system for finance. The acquired company needed to ensure the ERP transition would effectively accommodate the local company’s discrete business needs, and to incorporate a strong plan to [...]

Acquisition Required Conversion to Parent Company ERP SystemAnn2020-06-23T20:21:22+00:00

SOX Compliance and Cyber-Risk Improvements for Public Holding Company during Acquisition

SOX Compliance and Cyber-Risk Improvements for Public Holding Company during Acquisition Client Situation A public, $400 million revenue parent holding company with three operating entities was under a crucial external auditing schedule to maintain Sarbanes-Oxley compliance. Mid-year, the company’s security manager and controls analyst departed, leaving the parent company to meet SOX compliance, improve cyber-risk and response capabilities across all three entities and complete the acquisition of a fourth [...]

SOX Compliance and Cyber-Risk Improvements for Public Holding Company during AcquisitionAnn2020-01-15T00:27:40+00:00

International Manufacturing Companies Combine to Rapidly Grow Market Share

International Manufacturing Companies Combine to Rapidly Grow Market Share Client Situation A private equity group spun off a non-core subsidiary of one of its holdings. The subsidiary is a U.S. manufacturer, marketer and distributor of outdoor recreational products. Shortly after the spinoff, the private equity group acquired a complementary Canada-based company and combined the two entities. The intent was to grow market share and lower operating costs as a [...]

International Manufacturing Companies Combine to Rapidly Grow Market ShareAnn2020-01-15T00:28:43+00:00

Utility Contractor Fully Integrates Large Direct Competitor

Utility Contractor Fully Integrates Large Direct Competitor Client Situation A specialized utility contractor with $40 million in annual revenue acquired a direct competitor that was a business unit of a major corporation. The acquired business was nearly 50 percent larger in both headcount and revenue than the acquiring company. The utility contractor needed to fully integrate the acquired business to realize all of the acquisition plan benefits, including an [...]

Utility Contractor Fully Integrates Large Direct CompetitorAnn2020-01-15T00:30:08+00:00

Two National Wireless Carriers Achieve Successful Acquisition Integration

Two National Wireless Carriers Achieve Successful Acquisition Integration Client Situation After over a decade of mergers and acquisitions, a large wireless carrier was preparing for sale and had to address the underutilized and underperforming technology assets they acquired on their way to becoming one of the top national wireless carriers. Additionally, they had to prepare to integrate technology assets with an acquiring company of equal size and meet an [...]

Two National Wireless Carriers Achieve Successful Acquisition IntegrationAnn2020-01-15T00:30:51+00:00

Finance Function Rebuilt Virtually from Scratch following Acquisition Leads to Company Turnaround

Client Situation A leading company in a rapidly growing segment of the software-as-a-service (SaaS) industry acquired its primary competitor to gain market share and economies of scale. The chosen headquarters location for the combined company had left it without a CFO and only remnants of a finance and accounting staff to integrate and manage the financial functions of the combined business. The new ERP system implementation for the combined [...]

Finance Function Rebuilt Virtually from Scratch following Acquisition Leads to Company TurnaroundAnn2020-01-15T00:34:24+00:00

Retail Grocery Chain Brings On Interim Leadership to Navigate Staggering Growth

Retail Grocery Chain Brings On Interim Leadership to Navigate Staggering Growth Client Situation An 80-year-old retail grocery chain entered into a purchase agreement for the acquisition of stores that were being divested by two large competitors who were consolidating. Within a 90-day period, this increased the number of locations and size of the company nearly 10-fold to a $3+ billion business. The existing controller was leaving the company so [...]

Retail Grocery Chain Brings On Interim Leadership to Navigate Staggering GrowthAnn2020-01-15T00:36:53+00:00

Mortgage Lending Division of Large Holding Company Doubled Production in One Year

Mortgage Lending Division of Large Holding Company Doubled Production in One Year Client Situation A $33 billion S&P 500 bank holding company was operating in six states through four different divisions with seven different legal companies after several non-strategic acquisitions and exit from the residential lending business. Solution A NextLevel executive, as acting president and later SVP , assisted in setting up an integrated strategy and approach to the [...]

Mortgage Lending Division of Large Holding Company Doubled Production in One YearD Barka2020-01-15T21:40:01+00:00

Industrial Equipment Manufacturer Acquires and Integrates Large Business Unit

Industrial Equipment Manufacturer Acquires and Integrates Large Business Unit Client Situation A $1.5 billion business unit of a major global corporation was sold as part of a broad restructuring of the parent company. The buyer, another large corporation, was the winning bidder in an auction process and sought to expand its market position in a segment where it had traditionally been weak. The buyer performed extensive, highly detailed integration [...]

Industrial Equipment Manufacturer Acquires and Integrates Large Business UnitD Barka2020-01-15T21:47:04+00:00