Post-Acquisition Strategy Uncovers Additional $4.5M EBIDTA in Portfolio Company Potential

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

Increase to EBITDA Found
Solutions to Resolve Integration Challenges
(over 11 months)


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:

  • Process Mapping – Mapped 29 Level 4 process maps of functional areas across both businesses
  • Operational Improvement – Developed projects in collaboration with the client’s key stakeholders to address 94% of pain points that would impact the integration requirements
  • Benefit to Burden – Prioritized projects utilizing a Benefit to Burden matrix, factoring in integration dependencies
  • Roadmap – Produced an 11-month sequenced roadmap to successfully integrate the 2 companies’ energy departments, while also highlighting future state improvement opportunities

Value Created

  • $4.5M increase in EBITDA defined (to be realized through implementation plan)
  • $454K USD annual savings found in billing and metering
  • $395K USD savings found through headcount synergies by reducing processing time
  • $155K USD/bill savings through Economics improvement

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