Case Study
Planning and Integrating a New Line of Business

Deal closed on time with favorable terms, establishing an accretive integration portfolio
Client acquired a competitor, requiring fast due diligence and integration
- The client acquired a large competitor with a complementary sales channel and needed to quickly complete due diligence and integration to achieve growth within the target timeframe.
- They engaged Valent Partners to drive the deal to closure and then develop a future-state integrated architecture, along with a multi-year implementation roadmap.
Develop a unified business and technical integration roadmap
Valent partnered with the client to complete an integrated business and technical integration roadmap:
- Analysis
- Working with executive leadership, drafted high-level operational hypotheses for future-state and define options, gaps
- Reviewed/estimated workforce and technology requirements
- Identified risks and collected data to inform decision-making required to close gaps
- Integration Roadmap
- Defined key functional areas, developed workstream charters
- Convened teams to inventory post-close scope of work and build low-level operational models, time-phased plans
- Mapped dependencies and prioritized initiatives to develop the roadmap
- Completed in-depth CRM and custom solution architecture reviews to isolate the future state
- Validated investment business cases, adherence to the Integration top-line budget
- Set integration performance metrics, tying economic targets to workstream milestones to drive accountability
Deal closed on time with favorable terms, establishing an accretive integration portfolio
- The deal closed on time with favorable negotiated terms
- A $20M+ integration project portfolio was established, with an 18-month implementation timeline
- A system consolidation roadmap and architectural approach were developed, identifying several unanticipated cost-saving synergies
- Value realization from the integration aligned with the investment thesis
- An integration playbook was created for future acquisitions
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