PMI Support for PE Portfolio Company
The client, a mid-market PE firm, was closing an M&A deal for one of its portfolio companies to acquire a target company based in Austria.
As a result, the client required specialized expertise in post-merger integration (PMI) to ensure smooth transition of the target company into its portfolio company. To address this, the client engaged the services of a PMI consultant with extensive experiences in transaction advisory.
Consultport proposed 3 consultant profiles within 24 hours. The client interviewed 2 candidates and selected an ex-PwC senior consultant with strong finance background and hands-on experiences from prior PMI projects. The consultant joined the client’s team within 72 hours of the initial request.
The consultant conducted a thorough analysis of the portfolio company’s current operations. Utilizing sensitivity analysis and financial modelling techniques, the consultant assessed the financial impact of the integration by looking into cost savings, revenue enhancements, and potential risks.
Collaborating closely with the client and portfolio company leadership, the consultant identified potential synergies across functions and developed a comprehensive integration strategy that aligned with the client’s objectives.
The PMI roadmap provided a clear path for integration and was met with strong client approval, driving early post-merger successes and enhancing both financial and operational performance.
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