Transactions Solutions
Business transactions, due diligence, integration and separation: Identified value attributes of proposed acquisition and sale opportunities for an acute care group through analysis of EBITDA, cash flow and return on investment, and due diligence (including regulatory considerations), and discussed findings with company executives. Prepared integration and survivor plans to improve the efficiency and profitability of the company subsequent to the proposed business transactions. Developed the processes and procedures and a transaction model for management to analyze the current company and the projected company after proposed business transactions (acquisitions, sales, spin offs and internal growth) going forward.
Financial modeling, integration and separation: Created a transaction model for a professional service company to analyze cash flow and return on investment of the current company and the projected company after the proposed business transactions (acquisitions, sales, spin offs and internal growth). The model was created from an understanding of the company, management’s transaction strategies and the expectations for the proposed state. Identified value attributes of the proposed acquisition and sale opportunities, and developed an integration and survivor plan to improve the efficiency and profitability of the company subsequent to the proposed business transactions. Assembled a dynamic company wide systems integration plan to consolidate and improve systems, processes and procedures as the transactions occurred.
Transaction modeling: Developed a transaction model for a growing mortgage broker company to analyze cash flow and return on investment of the current state of operations, and for potential business transactions and internal growth. Prepared a value attributes assessment tool for managers to use in their analyses and evaluations of acquisition and sale opportunities. Performed due diligence of the potential business transactions, and advised stockholders of the integration or separation, operations and cash flow affect of the potential transactions.
Integration and separation: Identified the root causes of operating and system inefficiencies of a plastics manufacturer that were attributable to business transactions that were not integrated and separated, and developed a comprehensive integration and separation plan. The plan included the redeployment of resources to improve resource utilization and return on investment, a revised organization structure, and upgraded accounting and internal control systems.