o M&A Target Assessment to provide insight prior to due diligence.

• Analyze target organization financials
• Assess target organization back office capabilities and level of sophistication
• Estimate synergies & dis-synergies
• Provide high level integration considerations
• Support Lender review / data requests

o Support Due Diligence planning and scoping.

• Guide portfolio management through due diligence preparation
• Create templates for findings, synergy tracking, integration considerations, etc
• Create scope of work for outside firms providing financial due diligence

o Acquisition Integration planning and execution.

• Integration Planning
• Lead full integration as global or Finance project manager
• Create status reporting to track progress
• Implement and lead status review process

o Restructuring planning and execution.

• Propose changes based upon review of organizational structure, financials and processes
• Create project plan and reporting
• Design and support execution of process improvements to facilitate Finance function's ability to operate day-to-day while moving to future state

o Finance process overhaul to create efficiencies and improve effectiveness

• Review, propose and execute process changes
• Review technology, document company requirements and propose solutions
• Assist in system implementation