For a $500M medical products manufacturer and distributor, conducted diligence on the acquisition of a $200M device manufacturer and supplier. Identified the operational impact of the vertical integration strategy and quantified synergies in manufacturing, sourcing, supply chain and G&A.
Operational Due Diligence on a $8B specialty retail take private transaction for 2 very large PE firms jointly bidding on the deal. ODD identified $200+M in EBITDA improvements through sourcing and merchandising initiatives, and efficiencies in store operations, supply chain, e-commerce and G&A.
Operational Due Diligence of a $450M Medical distributor being carved out from a parent company. Identified $8M EBITDA improvement through Sourcing, Private label and supply chain efficiencies.
For a large transportation equipment manufacturer looking to build technology capabilities, conducted commercial and operational due diligence on the acquisition of a rail and logistics software company. Validated market potential and growth assumptions.
Assisted the government of Canada to evaluate strategic options for a large parcel carrier owned by Canada Post. Developed detailed financial models for commercial and operational synergies for various strategic options including IPO, sale to financial buyers, strategic buyers, etc. Advised on value to stakeholders and recommended actions.
Assisted a PE firm to evaluate the acquisition of a global container and trailer leasing company. Advised on industry trends, competitive positioning and commercial opportunities and risks
Advised a PE firm considering acquisition of a chemicals tank container operator. Advised on industry trends, customer prequirements, global competitive dynamics, threat of low cost entrants, and other strategic issues
For a PE owned global 3PL evaluating the acquisition of niche European forwarder, conducted commercial and strategic assessment of the acquisition and fit with the parent company. Assessed market positioning and operational synergies from the merger