Fusions et Acquisitions

Ensuring Carve-Out Operational And Investment Readiness

We helped a leading US insurance firm accelerate and de-risk a multibillion-dollar asset transfer to a third-party investment manager. The client asked us to evaluate strategic options and execute critical carve-out activities. Leveraging our expertise, we accelerated operational and investment readiness across all offices. This landmark transaction led to a tailored newco operating model and a successful IPO.

Establishing An Independently Operating Standalone Company

We demonstrated our strong transformation capabilities by supporting a Germany-based global chemicals firm in carving out one of its key businesses. Over an 18-month engagement, we designed the target operating model and executed various separation workstreams, successfully delivering an independently operating standalone company. Leveraging our expertise in carve-out planning, separation management, and pre-acquisition strategy, we facilitated a seamless separation while maintaining full business operations.

Enhancing Market Position Through Post-Merger Synergies

Showcasing our expertise in pre-deal and post-deal integration support, we led the merger of two private equity-owned prepaid card companies. By optimizing strategic payments vendors and employing our M&A post-merger integration framework, we drove approximately 50% of the overall merger's synergies. This enabled the merged companies to realize additional efficiencies and enhance their market position.

Enabling Seamless Post-Merger Integration In Insurance

We provided comprehensive strategic, execution, and analytics support for a large global post-merger integration in the insurance industry. Our capabilities included post-merger integration strategy, integration support, and legal go-live readiness. This allowed us to track synergies, facilitate talent selection, manage change, and seamlessly integrate legal entities. Leveraging the experience of our industry veterans and M&A experts, we ensured the success of this high-profile merger.

Ensuring Efficient Operations To Maximize Business Value

Demonstrating our proficiency in post-merger integrations and synergy actualization, we successfully supported the technical operations integration resulting from the merger of two airlines. Through process harmonization and optimization, program management and assurance, and data migration and analytics, we facilitated a smooth transition. Our expertise in integration management and the aviation industry ensured efficient operations and maximized the value derived from the merger.

Guiding A Successful SPAC IPO Transition

We showcased our capabilities in initial public offering (IPO) readiness services and strategic transformation by assisting a high-growth, consumer mobility-focused technology company in going public via a special purpose acquisition company (SPAC). We led a comprehensive transformation encompassing governance, leadership, processes, financial management, technology, compliance, and risk management. With our expertise in IPO readiness assessment and full-cycle IPO planning, we guided the company through a successful transition, enabling it to operate seamlessly as a publicly traded entity.

Strategizing Growth Through Due Diligence And Integration Planning

We supported a national health system in designing growth and diversification strategies, including identifying target organizations for acquisitions. We led the due diligence and integration planning efforts for one of the acquired entities.

Successfully Merging Two Last Mile Delivery Companies

We supported the post-merger integration of two similarly sized last-mile parcel delivery companies. The goal was to challenge longer-haul industry integrators and expand into a transcontinental, high-growth market. Achieving interoperability and profitability required careful planning and execution to retain the best of each company while integrating infrastructure and operations to support growth plans. We advised on organizational integration, customer service and operations strategy, and the commercial operating model. We also supported downstream work, including business performance improvement and restructuring specific corporate functions.

Driving Integration Synergies Of Two US Telehealth Companies

We supported two telemedicine giants in integrating their strategy, operations, and support functions after a recent merger by establishing their Integration Management Office (IMO) and driving the execution of key workstreams in OpEx and revenue synergy realization, product development, and commercial operations. Leveraging our past integration experience, we ensured the delivery of $60 million in OpEx synergies and provided a clear revenue realization plan for an additional $100 million in savings over the next two years.