Client background
A 50-year-old manufacturing company with $500M revenue facing disruption from new technologies and competitors. Board approved growth through acquisition strategy.
Challenge
Challenges included: limited M&A experience internally, need for rapid capability assessment, complex integration across multiple facilities, and cultural alignment concerns.
Solution
Strategic target screening and prioritization
Comprehensive due diligence program
Valuation and deal structuring
Integration planning and execution
Implementation process
Target Identification
2 months- Market landscape analysis
- Target screening criteria development
- Long list to short list refinement
- Initial outreach and NDA execution
- Preliminary valuation analysis
Due Diligence
4 months- Financial due diligence
- Operational assessment
- Technology and IP review
- Customer and contract analysis
- Risk identification and mitigation
Deal Execution
3 months- Final valuation and negotiation
- Deal structure optimization
- Financing arrangement
- Regulatory approval coordination
- Definitive agreement execution
Integration
3 months- Day 1 readiness planning
- Organization design
- Systems integration roadmap
- Synergy capture program
- Change management support
Outcomes
Transaction Success
Completed acquisition at favorable terms with strong synergy potential
Purchase Price
Initial ask $320M → $280M
+12.5% savings
Due Diligence Issues
Unknown → 15 identified & priced
+Risk mitigated
Closing Timeline
Target 6 months → 5 months
+1 month early
Integration Results
Successful integration with synergy capture exceeding targets
Annual Synergies
Target $35M → $45M realized
+29% above target
Key Talent Retention
Industry avg 60% → 92%
+53% better
Customer Retention
Target 95% → 98%
+3% above target
“Their M&A expertise was exceptional. They identified risks we would have missed and negotiated terms that saved us $40M. The integration support ensured we captured full value.”
Sarah Liu
CEO, Global Manufacturing Corp