Case Study

Planning and Integrating a New Line of Business

Leading National Solar Company
Planning and Integrating a New Line of Business
RESULTS

Deal closed on time with favorable terms, establishing an accretive integration portfolio

Situation

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.
Approach

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​

Architectural Assessment

Results

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​

For Businesses

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We’ll get you there.

If your organization is interested in finding ways to improve your performance, profitability and growth, or leverage AI for transformational outcomes, we can help. Contact Valent Partners today to arrange a consultation on the challenges you face.