ODD and Carve out planning for a global machinery and parts manufacturer

For a PE client, Quantum conducted a detailed carve out operational assessment of a global blow molding machinery manufacturing and after market parts distribution operations. Specifically the assessment focused on relocating assembly and parts distribution from the parent company to one of the carved out sites. Quantum conducted a detailed review of the assembly operations […]

Chemicals Add On Integration Lead

For a mid-market PE owned Chemical / Polymer company, Quantum led a 12 month engagement to integrate the add on acquisition of a similar sized competitor.  Quantum set  up the PMO, developed detailed work plans and managed workstreams for manufacturing consolidation / plant closure, plant expansion, sourcing, warehouse relocation, organization integration, and commercial and R&D […]

Aerospace electronics components ODD

For a PE client focused on aerospace investments, Quantum Strategic Advisors conducted an ODD of a leading high reliability electronics components manufacturer with 5 manufacturing sites in the US. Quantum assessed the potential for EBITDA improvements through operational initiatives including – footprint rationalization, product consolidation, sourcing, productivity improvements and pricing. Quantum also outlined platform investments […]

Order to ship cycle time reduction

For a lower middle market “Build to Order” electronic components manufacturing service provider, Quantum conducted an assessment of its order to delivery cycle times and identified opportunities to reduce lead times by 50%. Our client provided very high quality production services but customer dissatisfaction with lead times was limiting growth. Quantum collected detailed process data […]

Chemicals add on – Detailed integration planning

For a mid-market PE add on acquisition in the Polymers space, Quantum conducted detailed synergy assessment and integration planning. The Quantum team worked closely with the buyer and the target for a bottom up assessment of synergies in Commercial, Manufacturing, Sourcing, Supply Chain and G&A. The synergies included consolidation of manufacturing footprint, extensive sourcing / […]

Aerospace electronics roll up

For a middle market PE firm, Quantum conducted operational assessments of 3 highly specialized aerospace electronics companies. For each target, Quantum assessed the stand alone improvement opportunities in manufacturing, supply chain, organization and G&A. We also assessed potential synergies in a roll up scenario integrating with other targets under consideration.

Aerospace acquisition and plant move

For a $3B diversified aerospace manufacturer, conducted operational due diligence and detailed pre-close planning for the acquisition and integration of a North American aerospace manufacturer with 2 plant locations. The Quantum team assessed synergies in manufacturing, organization and G&A. Developed a detailed plan to move production to the buyer’s manufacturing locations and transition to an […]

Global chemicals merger

For a $750M global chemicals company (metal working fluids, lubricants, coatings) led a global diligence for the acquisition of a similar sized global competitor. The Quantum team acted as a trusted adviser to the buyer’s Executive team, managed other diligence providers, and guided the effort in assessment of opportunities and risks in global manufacturing, sourcing, […]

Global specialty chemicals acquisition

For a $700M global chemicals company, led the diligence for the acquisition of a $350M global specialty chemicals manufacturer (coatings and colorants). The Quantum team worked closely with the bidder’s management team to assess synergies in manufacturing, sourcing, supply chain and G&A. Conducted global site visits, developed footprint rationalization scenarios, developed integrated organization structure, assessed […]

Medical Products Merger

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.

Specialty Retail Diligence

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.

Oil Services – Clean Room Diligence

For 2 oil services companies who were direct competitors evaluating a merger, we conducted a clean room diligence to confidentially assess synergy potential in global operations. Maintained strict confidentiality of both parties’ data, worked interactively with both companies to evaluate synergies in asset utilization, organization rationalization, facilities and sourcing.

Electronics Manufacturing Plant – Buy and Move

For an aerospace and defense semi-conductor manufacturer, conducted diligence and detailed pre-close planning for the acquisition and integration of a carve out of the micro-electronics division from a parent company. Developed detailed work plan and one time costs for moving the manufacturing plant and headquarters to a new location, and estimated EBITDA impact.

Specialty Manufacturing Diligence

Operational Due Diligence of a $2B specialty paper and plastics products manufacturer that had grown quickly through acquisitions and had 30+ plants. Assessed opportunities in manufacturing footprint consolidation, Lean improvements, indirect sourcing and supply chain. Critically evaluated seller’s claims on footprint and manufacturing initiatives, which helped the PE firm to calibrate their interests in the […]

Branded CPG Carve Out

For a $1B branded retail cosmetic manufacturer being carved out from a large parent, assessed the operational impacts as a standalone. Estimated the impact of loss of leverage in sourcing and distribution, offset by reductions in corporate overheads, and operational improvements.

Global Carve out of a Chemical Company

Operational Due Diligence on the global carve out of a $1B specialty coatings manufacturer. Identified $60M in EBITDA improvements from manufacturing efficiencies, footprint consolidation, strategic sourcing and G&A reduction.

Field Services Merger Assessment

For a PE owned $450M HVAC service provider, evaluated the synergy potential for merger with a loss making direct competitor to be carved out from a parent. This was an exclusive look. Developed a turnaround plan including a detailed branch rationalization model, a joint branding and advertising program and sourcing leverage. Estimated EBITDA improvement potential, […]

Food Manufacturer Commercial Diligence

Commercial and operational due diligence of a $200M contract food manufacturer serving military and commercial channels. Assessed and validated growth projections in new product introductions with branded food manufacturer programs. Assessed improvement potential in manufacturing operations. Developed revenue and EBITDA forecasts.

Gas Distributor Diligence

Exclusive Operational Due Diligence on a $200M high growth CO2 distributor. Identified $10M EBITDA improvement potential through field operations improvements, sales force effectiveness and sourcing.

Food Distributor – Operational Best Practices

For a PE owned $12B food services distributor implemented a multi-year operational improvements program to improve EBITDA by $60M through standardizing operating practices in DCs, route optimization, increased backhauls and other operational improvements.