Operations Due Diligence

Assess quality of operations of target company in order to identify risks and value creation opportunities

Review current manufacturing, warehouse, and supply chain operations to assess ability to grow and scale in support of PE client’s thesis

PMO / IMO Leadership

Leadership of the Integration Management office, including the development of a framework and cadence

Lead plan creation for integrations and carve-outs, as well as synergy plan development and execution tracking

Synergy Assessment, Tracking and Execution

Assessment of a synergy range by P&L spend area and function

Post-merger synergy planning, tracking tool development and execution of the synergies

Day 1 Planning & Communications

Lead functional teams for the development of Day 1 plans, focusing on key activities such as communication to customers, vendors and press; employee communications; back-office activities (e.g. HR, Treasury, etc.)

Operating Model Development and Training

Development of future state operating models for functional areas, defining the people, processes and systems in the post-close environment, and the medium/long-term future state

100 Day Planning & Post-Closing Integration Planning

Lead functional teams for the development of 100 Day post merger integration plans, as well as long-term post-close plans

Provide Subject Matter Expert support on functional areas needing support

Following the development of the plan, Impact Point Co. can support with impact delivery

Carve-out / Separation Planning, and TSA Management

Development of separation plans for sell-side clients

Review of target sell-side plans, and standalone costs

TSA development, and post-close management for buy and sell-side

Examples of the team’s experience and success

Technology: Combination of two SaaS businesses

  • Synergy assessment and Integration Management Office leadership with opportunity for 40% EBITDA improvement

Industrials: Integration of manufacturing businesses

  • IMO leadership to develop post-close integration and $10M in synergy plans

Financial Services: Carve-out and Integration

  • Assessment of a divestiture and integration with $15M in synergies

Technology: Integration of Software Businesses

  • IMO leadership of Day 1 and post-close integration plans and synergy tracking of over $10M

TMT: Integration of telco managed services businesses

  • IMO leadership of integration planning, execution, and the development of future state operating models, including the delivery of over $40M in synergies

Telco: Merger Integration of Satellite Businesses

  • IMO leadership for integration planning, synergy plan development and executions of plans, including
  • $15M+ in synergies