Case Study
90-Day Acquisition Integration Playbook Execution
Manufacturing & Distribution
INDUSTRY
140
EMPLOYEES
$28M
ANNUAL REVENUE
Background
Our client maintains an aggressive acquisition strategy to gain regional market share. Our client desired a playbook to run their integration process repeatedly.
We used our playbook on this $28M tuck-in acquisition to integrate the Seller’s management, systems, and accounting functions into the platform in 90 days.
Objective
- Implement cash control over collections, disbursements, and forecasting.
- Implement close process and timeline aligned to the acquirer.
- Implement flash reporting on days 3-5.
- Prepare networking capital and purchase price allocation.
- Transition controller duties to acquirer accounting team.
- Integrate acquired business unit into platform systems.
- Train and go-live on platform systems at acquired site.
Solution
- Implemented cash control and forecasting within first 30 days.
- Implemented flash reporting, close, and reconciliation in first close cycle under interim management.
- Maintained net working capital tracking resulting in desirable, on-time settlement.
- Transitioned controller duties and supported on-time go-live of system transition.
Successfully integrated acquired business unit within first 90 days
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