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Business Case

Acquisition Integration Financial Analysis

Background

A large manufacturing company acquired another large manufacturer nearly doubling their size in revenue and headcount. The organization was working to integrate operations, systems, and processes with significant integration cost synergies expected to be achieved over a three-year period. Management engaged Grandin Solutions to assist with and manage the integration cost synergy tracking and reporting to ensure complete, timely, and accurate information to Senior Leadership and ultimately investors.

Solution

Grandin Solutions assigned an experience professional from the Finance practice to be dedicated to this acquisition integration financial analysis. As part of this initiative, we deployed a matrixed management approach which included oversight by Grandin’s management team as well as day-to-day involvement with the client’s finance team and integration management team. We functioned as part of the internal finance team with a complete focus on this initiative.

Results

We reviewed the current MS Access models and cost synergies reported identifying an opportunity to redesign the models in MS Excel. This allowed multiple users to interface with the models in order to cleanse data and digest results more easily.

Forward-looking models and cost synergy projections were developed and updated monthly, including a detailed personnel tracking model. This allowed management to understand the progress versus plan and stay on track. Our assistance also allowed the finance leaders to stay up to date with their regular responsibilities while managing the additional workload of the integration efforts.