Case Study

Success in Action: A PE-Backed Transformation

Unifying two distinct entities, each with its own systems, processes, and cultures

Customer Profile

Industry Sector:
Safety and Security Management

The client comprised two U.S. entities and one international entity, all acquired by a private equity firm within a one-year period. Following the deal closures, none of the original founders remained with the combined company. The company specializes in providing life-saving incident management software solutions for law enforcement, casinos, and other critical sectors. At the time of the project, revenue was approximately $20M.

Objectives

Since the PE firm aimed to grow the company both organically and inorganically, the investors recognized the need to develop strong M&A integration capabilities as a core competency within the organization. To achieve this, the PE firm engaged us to help build and enhance these essential M&A competencies.

The Challenge

The private equity firm was tasked with unifying two distinct entities, each with its own systems, processes, and cultures. The challenge lay in seamlessly integrating these companies to create a cohesive organization capable of scaling its advanced public safety solutions and driving growth in an increasingly competitive market.

Our Approach

We employed a focused, strategic approach to deliver swift and lasting results. By prioritizing critical integration activities, we ensured value-driven execution within the first 100 days. We established a strong IMO infrastructure for future acquisitions and expedited knowledge transfer to empower in-house management. Our process embedded M&A integration as a core business function, aligning it with the company’s growth goals for sustained success.

The Results

Translated our playbook from SmartSheets into Jira, successfully aligning with the client’s request for a different project management system.

Built strong, trust-based relationships with two different CEOs during the IMO period, which facilitated smoother decision-making and reinforced executive alignment.

Managed and completed over 300 critical integration tasks within the first 200 days, significantly advancing the integration timeline and minimizing disruptions.

Provided ongoing support and training to internal teams, ensuring they were equipped to continue the integration process independently post-engagement.

Seamlessly integrated a Canadian company into the IMO process, enhancing cross-border collaboration and ensuring consistency in operations.

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