PRIVATE EQUITY · DATA AFTER AN ACQUISITION

BRING THE NUMBERS TOGETHER
AFTER AN acquisition.

The deal has closed, but each business still reports from its own systems. We help finance and operations agree the definitions, reconcile the records, and produce a combined view they can use.

Illustrative consolidated view

A view of the combined business.

An example of reporting across acquired businesses, from initial data checks to integration progress and operating results. Figures are illustrative.

PROJECT ALLOYINDUSTRIAL PLATFORM + ADD-ON
DAY 62 OF 100SAMPLE VIEW · ILLUSTRATIVE NUMBERS
TTM Revenue
$412M
+2.1% VS PLAN
TTM EBITDA
$58.4M
14.2% MARGIN
Net Leverage
4.1×
COVENANT 5.5×
Cash Conversion
61 days
−13 VS CLOSE
Synergy Run-Rate
$6.2M
OF $14M TARGET
KPIs Consistently Defined
71%
FROM 22% AT CLOSE
01 · BEFORE · DILIGENCE
Earnings quality
Reported EBITDA$61.2M
QoE adjustments−$6.4M9 ITEMS
Adjusted EBITDA$54.8M
Revenue durability
Top customer18%
Top-10 concentration54%WATCH
Recurring / contracted38%
RetentionGRR 91 · NRR 104
Systems & data
ERPs · CRMs2 · 3
Reporting spreadsheets14WATCH
Duplicate customer records26%
Product data quality54%
02 · DURING · DAY 1–100
Day 1 & TSA
Payroll, banking, accessDoneDAY 1
TSA exits4 / 9
ERP cutoverD+140PLANNED
Data and definitions
Margin definitionAgreedSIGNED OFF
SKU mapping82%
Matched customer records5,214 → 3,876
Board pack assembly5 days → 1▼
People & spend
Key staff retained11 / 12
One-time integration spend$3.1M / $5.0M
03 · AFTER · OPERATE
Synergy tracker
Procurement$2.8MCAPTURED
SG&A$0.9MCAPTURED
Footprint$1.9MIN PROGRESS
Cross-sell$1.5MIN PROGRESS
Run-rate vs target44%
Working capital
DSO47−6
DIO58−9
DPO44+3
Cash conversion cycle61 days−13
Watch list & next
Site 4 scrap rateTrending up●
Top-10 renewals (Q3)Prep started●
Add-on #2LOI drafted●
Next: ERP cutover · TSA 5–9
ILLUSTRATIVE COMPOSITE · NOT CLIENT DATA
What we do

From separate records to shared reporting.

01
Reconcile the business data

Match customer, product, supplier, and financial records across systems. Agree what each field means before using it in a combined report.

02
Build the consolidated reporting process

Build the reports leadership and the sponsor need, with finance agreeing the calculations, reporting calendar, checks, and sign-off.

03
Reduce duplicate work

Find reports and reconciliations that repeat the same work. Remove unnecessary steps, then automate the remaining process with the required checks.

04
Preserve operating knowledge

Record customer agreements, pricing decisions, and local exceptions with the people who understand them. The combined numbers need that context.

05
Prepare for the next acquisition

Document and reuse mappings, data connections, and validation rules. Give your team a starting point for assessing the next acquired business.

Start with one recurring report.

Choose a report your team still assembles by hand. We can trace the sources and show what it would take to make preparation repeatable.

HOW AN ENGAGEMENT RUNS →