A market-leading provider of cloud-based operations management software who recently acquired a leading comprehensive, full-service provider of data-driven energy, sustainability data management and ESG reporting for owners and managers of large commercial property portfolios
Post-acquisition the Client, was struggling to successfully integrate the personnel, processes, and technology of their newly acquired asset. They required a roadmap to ensure a seamless integration of the 2 companies, and to understand the areas of opportunity for EBITDA improvements.
Following an assessment of the current state of both companies, we developed 23 projects across 9 programs which, when implemented, will sustainably position our client to execute a smooth transition of their acquisition while also increasing EBITDA, improving morale, and service quality.
We utilized the following approach to create an 11-month roadmap ensuring a smooth integration plan to realize the EBITDA opportunities through the solutions we defined:
