Mergers and Acquisitions

Mergers and acquisitions are among the most complicated initiatives that any organization undertakes. Merging disparate organizations, people, processes and technologies is a daunting task that can be a source of significant distraction from a company’s core operations. All too often, M&A activities don’t meet their original objectives, and synergies and anticipated returns on investment are not achieved due to surprises during execution.

How We Can Support You

Accretive Solutions has helped hundreds of organizations navigate through a merger or acquisition successfully. We help organizations expand and accelerate revenue and cost synergies, reduce transaction risk and hang on to key talent even as they make structural and fundamental changes to their business, operating, or capital model.

We understand what needs to be done during the integration for the deal to be successful and we have deep expertise in each of these four areas:

Vision & Strategy Technology & Process Knowledge & Culture Performance & Synergy
  • Perform value assessment
  • Develop business strategy
  • Identify key performance indicators for merger
  • Communicate and train employees on the shared vision
  • Bring best practices to current processes & technologies
  • Consolidate infrastructure
  • Identify key initiatives to be prioritized & executed
  • Identify and retain key personnel
  • Create one company culture
  • Quickly identify staffing needs
  • Protect critical knowledge and intellectual property
  • Quickly assess and define leadership team
  • Identify highest priority initiatives
  • Separate routine tasks from merger responsibilities
  • Budget for new revenue and cost synergies

M&A Solutions

We bring a wealth of knowledge and best practices to help you manage each phase of a merger or acquisition. Here are just some of the areas in which we can help.

PROJECT PHASE
Pre-Merger
Post-Merger
FINANCE & ACCOUNTING
  • Financial analysis of acquisition targets
  • Due diligence work in the areas of contractual obligations, liabilities, asset validation, etc.
  • Prepare stand-alone financials for business segments
  • Purchase accounting
  • Financial forecasting and analysis for the resulting entity
  • Create pro forma financial statements
  • Provide back-fill or additional SMEs
  • Map existing systems and processes and identify gaps
  • Identify best practices and implementation and training across the new organization
  • Support external audits
  • Rationalize footnote disclosures
  • Management and regulatory reporting
  • Map and test data
  • Provide interim financial management and senior staff
  • Revise existing budgets and strategic planning
  • New product line profitability analysis
  • Prepare supporting documentation for business valuation
  • Provide interim finance & accounting management or senior staff
GOVERNANCE, RISK AND COMPLIANCE
  • Ensure company has a standard process to follow to identify targets & ensure process is followed
  • Assess control environment/compliance issues outstanding at target
  • Participate in due diligence, ensure appropriate due diligence is performed in other areas
  • Ensure measurements are identified to show success of deal
  • Identify possible compliance issues at target
  • Provide back-fill or additional SMEs
  • Audit the timeline of targets set by other parts of the organization in moving toward the “to be”
  • Audit expected efficiencies and dollar savings or revenue gains
  • Update risk universe and assessment for new organization
  • Consolidate audit and compliance staffs, approaches, materiality levels
  • Ensure compliance processes at newly acquired parts of business meet standards
  • Follow up on any control weaknesses identified during due diligence process
  • Provide interim governance, risk & compliance management or senior staff
INFORMATION TECHNOLOGY
  • Review and document business processes
  • Preliminary assessments of existing systems
  • IT strategic planning and project management
  • Provide back-fill or additional SMEs
  • Define business requirements
  • Provide IT resources or projects teams including Project and Program Managers, Business Analyst and “end-to-end Business Leads”
  • Prepare implementation plan
  • Application integration, interfaces and data conversion
  • Database and data warehousing
  • Change management, training and documentation
  • Ad-hoc reporting and documentation
  • Risk assessment and disaster recovery planning
  • Revise policies and procedures
  • Review security and controls
  • Process mapping and rationalization
  • Quality assurance and testing
  • Provide interim information management or senior staff
BUSINESS TRANSFORMATION
  • Executive Search
  • Develop and implement a communication plan for transition
  • Design organization structure at all levels
  • Create detailed transition work plans with specific dates and timelines
  • Develop processes and tools to facilitate effective handoff of responsibilities between individuals and teams
  • Determine accountabilities and capabilities required of each position
  • Develop new employee orientation on for combined entity
  • Develop new policies and procedures for combined entity
  • Develop communication and training plans
  • Develop necessary training on introducing new systems to employees
  • Develop e-learning or instructor led training on new systems, processes or procedures