Finance Transformation After a Private Equity Acquisition: A Case
CFO and private equity investor reviewing a finance transformation plan after an acquisition
Category Post-Acquisition Finance Integration
Post-acquisition finance review, accounting cleanup and Group Finance integration for European groups and PE-backed companies.
Internal Controls for a Newly Public Company: A Finance and Accounting Case
What internal controls a newly public company needs first: journal entry segregation, evidenced reconciliations, tiered approvals and written procedures.
A Finance Integration Playbook for Serial Acquirers
The reusable artefacts that let a serial acquirer integrate the tenth company as fast as the first, and faster THE SHORT VERSION A finance integration playbook is the written, reusable method a serial acquirer runs on every deal: a standard…
Finance Integration for Buy-and-Build Strategies
When acquisition is the operating model, finance integration stops being a project and becomes a capability THE SHORT VERSION Buy and build finance integration is the work of making each acquired company’s numbers reliable and consolidated into the group, done…
Preparing a Newly Acquired Subsidiary for Group Reporting
What has to be true before a newly acquired company can submit into the group close THE SHORT VERSION Group reporting integration is the work of turning a subsidiary that reports for itself into one that reports into a group:…
How to Reconcile Intercompany Balances After an Acquisition
Why the two sides never agree the first time, and how Group Finance closes the gap THE SHORT VERSION Intercompany reconciliation after an acquisition is the process of matching what the newly acquired company records as owed to and from…
What Should a CFO Review Immediately After an Acquisition?
When a deal closes, the acquired company’s numbers rarely tell the whole story straight away. What should a CFO review after an acquisition? The honest answer is: more than the signed accounts suggest. Due diligence gives Group Finance a snapshot…
The First 100 Days After an Acquisition
A Practical Finance Integration Roadmap for Group Finance Teams THE BIG IDEA After an acquisition, the problem is often not knowing what needs to be done. It is having enough qualified Finance capacity to get it done — quickly. Your…