For PE-Backed Companies

After the close, the first job is agreeing on the numbers.

Two companies, two ERPs, two definitions of margin, and a board meeting in three weeks. We get the combined business onto numbers everyone trusts — and we leave behind a playbook, so the next acquisition starts further ahead.

The View

Before, during, and after — one screen.

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 on One Definition
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
Spreadsheets of record14WATCH
Duplicate customer records26%
Product data quality54%
02 · DURING — DAY 1–100
Day 1 & TSA
Payroll, banking, accessDoneDAY 1
TSA exits4 / 9
ERP cutoverD+140PLANNED
One data layer
Margin definitionAgreedSIGNED OFF
SKU mapping82%
Customer dedup5,214 → 3,876
Board pack assembly5 days → 1
People & spend
Key-people retention11 / 12
One-time integration spend$3.1M / $5.0M
03 · AFTER — OPERATE
Synergy tracker
Procurement$2.8MCAPTURED
SG&A$0.9MCAPTURED
Footprint$1.9MIN FLIGHT
Cross-sell$1.5MIN FLIGHT
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 renewal (Q3)Prep started
Add-on #2LOI drafted
Next: ERP cutover · TSA 5–9
ILLUSTRATIVE COMPOSITE — NOT CLIENT DATA. THE WORKING VERSION READS FROM YOUR SYSTEMS.
The First Hundred Days

The deal closes before the systems agree.

The acquired company arrives with its own customer list, its own product codes, its own chart of accounts, and its own idea of what gross margin means. The questions start immediately anyway: which sites make money, what inventory is real, where cash is stuck.

So somebody exports both ERPs into a spreadsheet and becomes the only person who can answer anything. The reconciliation takes a week every month, and every month the answer comes out a little different. Getting past that spreadsheet is where the value plan starts moving.

What We Do

Five jobs, in the order they pay.

01
Agree on the numbers

One customer list, one product hierarchy, one definition of margin. We map both companies' systems, resolve where they disagree, and put the answer in one place everyone reads from — instead of whoever's spreadsheet is newest.

02
Give leadership a real view

Revenue, margin, inventory, and cash for the combined business, current enough to act on. The board pack stops taking a week to assemble.

03
Cut the reconciliation work

Month-end reconciliations, duplicate reports, approvals nobody remembers the reason for — most of it can go. We remove it first, then automate what's left.

04
Keep the knowledge in the building

Acquisitions lose people, and the people know things: which customers have side agreements, why the pricing works the way it does, which supplier actually delivers. We capture that while they can still tell us.

05
Leave a playbook

The mappings, pipelines, and checklists from this integration become the starting point for the next one. Deal two should be faster and cheaper than deal one.

Start with the number nobody agrees on.

Bring the report that takes a week to produce, or the metric with three different answers. We'll tell you what it takes to fix it.

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