Case Study
Tuck-In Acquisition Integration
- Matthew Edwards
Distribution
INDUSTRY
50
EMPLOYEES
$25M
ANNUAL REVENUE
Background
Our client acquired a $25M company based in Sacramento and needed support accelerating control and integrating the company into their platform.
Objective
- Assume Controller responsibilities
- Prepare the business for integration into the platform ERP
- Clean up the financials prior to loading into the platform ERP
- Manage the transition and stabilize the first 30 days on the platform ERP
Solution
- Immediately assumed responsibility over the acquired asset
- Began readying the business operations and processes for integration
- Managed successful integration, go-live, and continuity period
SUCCESSFUL 90-DAY INTEGRATION OF TUCK-IN ACQUISITION.
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Knowledge Hub
System Transformation
Company Valuation to Prepare for Transaction
Budget Creation + Implementation
Implementation of JIRA projects for M&A
Multi-Location Budget Development
