Summer and Fall 2020
Client: Major International Private Equity Company
Situation: PE Firm completed deal to acquire $40 mil international waste-water treatment company with over 100 employees. Looking to merge into portfolio engineering company.
OCC Role: Head of Integration; manage integration, deliver synergies, ensure business continuity, create path to full delivery
Results: Identified opportunities to double EBITDA in 3 years through broad-range of opportunities. Executed changes to deliver over half opportunity by end of 2020 with line-of-sight to full delivery by end of 2021 (year-ahead of schedule).
Led11 teams with specific plans to drive real change and exceed synergy delivery.
Sales force re-alignment internationally with improved target setting, incentives and forecasting.
Improved margin management and price discipline through better understanding of costs.
Reduction in management overhead through consolidation and reduction of non-core business activity.
Optimized functional support including consolidation of IT.
Rationalized manufacturing footprint through analysis of capabilities and capacity.
Reduced spend in key purchase categories by leveraging scale and renegotiating purchasing contracts.
Streamlined design and engineering to reduce outsourcing and increase cross-selling of products and services.
Client: Hypergrowth Tech Start Up
Situation: Needed to frame ideas around international growth options, potential acquisitions and potential competitive responses ahead of expected IPO
OCC Role: Advisor to Head of Strategy. Review opportunities for growth and test robustness of current plans. Identify key risks and potential mitigation options
Results: Delivered detailed analyses of options and mitigations to executive leadership and strategy/acquisitions team. Identified several potential risks with mitigations to strengthen post-merger value capture and improve speed and effectiveness of post-acquisition integration.
Improved post-integration organizational design with increased synergies, tighter alignment of roles/responsibilities and lower risk of business disruption
Proposed robust framework to consider competitive responses to international growth plans to improve forecasting and potential mitigation responses
Identified opportunities and risks in potential add-on acquisitions ahead of expected IPO
Client: Portfolio Company for Major Private Equity Firm
Situation: Expecting several imminent acquisitions, company looking to understand best-practices for post-merger integration to maintain business continuity, set future business performance expectations and train internal personnel to build leadership competence in driving essential transformation
OCC Role: Advisor to Chief Strategy Officer. Provide options from light-touch training to detailed on-site leadership to reduce risks from acquisitions and guarantee value delivery
Results: Delivered detailed training guide with specific modules for on-site leadership training including analysis of follow-up activities and post-merger integration leadership