Quantum Strategic Advisors | Newton, MA | 617-916-1826

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NEWS & INSIGHTS

We have completed over 40 engagements, advised on $10B+ of deal value and $240M+ of EBITDA improvements

Quantum to lead UK add on integration

October 10, 2022.  Quantum has been retained to lead the add-on integration of a UK based truck accessories company with the US based acquirer and its operations in UK.  The integration involves 2 manufacturing and 2 distribution sites in the UK.  Quantum will lead the PMO and also lead operational improvement workstreams in purchasing, in-sourcing, capacity planning, lead time reduction and other areas.  Quantum will also oversee ERP implementation and provide operational inputs to ERP team.

Quantum completes ODD and Integration Planning for UK Industrial Add On

Quantum has completed the ODD, synergy assessment and integration planning for the acquisition of a UK based truck accessories company, by a US based market leader in the same space.  The US based platform company has a small footprint in the UK. Quantum’s synergy assessment focused on identifying and quantifying the synergies in procurement, organization, after market distribution operations, footprint and other areas.  Quantum also assessed the opportunity to implement production automation at 2 of the UK manufacturing locations, based on the US plant’s operating model. Quantum developed a detailed integration plan for the 2 companies to cover all the above opportunities.

Quantum completes ODD of aerospace machined components manufacturer

Quantum has completed ODD of a new platform investment by a PE company in a manufacturer of complex machined components for thermal management of electronic systems used in aerospace and defense. Quantum assessed operations, capabilities, capacity, utilization, fulfillment processes, inventory, labor, safety and other areas at 2 manufacturing locations and developed EBITDA improvement opportunities.

Quantum completes ODD of RF SDR company

For a PE Platform investment, Quantum conducted ODD of an engineering-driven mid-market manufacturer of Software Defined Radios and RF Sensing technologies for aerospace, defense and commercial markets.  Quantum assessed the engineering, product development, supplier management, manufacturing, knowledge management, HR and other processes to identify improvement potential and risk mitigation.  Quantum estimated the EBITDA improvement potential and investments required for growth and scaling.

Quantum completes another microelectronics ODD

Quantum completed an ODD and add on assessment for a microelectronics company that included die fabrication, wafer processing and packages for Hi-Rel markets. Quantum assessed maturity of operational processes, potential for EBITDA improvements and potential operational risks.

Quantum completes microelectronics ODD

Quantum completed the ODD for an add-on microelectronics company with 2 plant locations, providing substrate technologies and packaging solutions. Quantum assessed maturity of operational processes, opportunities for EBITDA improvements and potential operational risks.

Quantum to sponsor PEI Operating Partners Forum in NYC

Quantum will be one of the sponsors of the PEI event in New York on October 20 and 21, and be a host for the reception on October 19th. We look forward to welcoming and meeting all the attendees. Quantum published 2 Articles for the event 1. Doing More with Less – Consolidating Footprint for Sustainable EBITDA Growth, and 2. Green is Good- Now!, a Primer on the Coming Green Imperative for PE Firms. You can download the Articles here Doing more with less Green is Good – Now!

Quantum publishes 2 POVs on Footprint Rationalization and GHG reduction

Quantum published 2 Articles (Points of View). 1. Doing More with Less – Consolidating Footprint for Sustainable EBITDA Growth, and 2. Green is Good- Now!, a Primer on the Coming Green Imperative for PE Firms. You can download the Articles here: Doing more with less Green is Good – Now!

Quantum completes operational turnaround of glass fabrication plant

For a North American glass fabricator, Quantum led an operational turnaround program at  one of its highly automated manufacturing plants.  Quantum worked closely with the plant team to develop a comprehensive program that addressed all of the operating processes from purchasing to customer service.  Quantum coached the plant team through the implementation, and helped to achieve significant improvements in On Time In Full (OTIF %), reduction in scrap, increase in throughput, setting the plant on the path to improved profitability.

Quantum completes second semi conductor add on assessment

For a PE owned semi-conductor processing company, Quantum completed operational diligence and add on assessment of another semi-conductor value added distributor.  Quantum compared operating practices across both companies and conducted detailed gross margin analysis of the target’s products and services.  Quantum developed an integration framework and EBITDA savings from operational consolidation.

Quantum completes semi conductor add on assessment

For a PE owned semi-conductor processing company, Quantum completed an assessment of a potential add on acquisition of a competitor with 3 manufacturing plants.   Quantum conducted a detailed assessment of each of the processing plants, and developed an integration framework and EBITDA savings estimates from integrating the operations of the 2 companies.

Quantum completes ODD of electrical component manufacturer

For a PE company considering a platform investment in an electrical component manufacturer with 2 manufacturing locations and a complex global supply chain, Quantum conducted an Operations Due Diligence and supply chain risk assessment.  The site visits were conducted observing strict Covid-19 protocols.  Quantum developed an assessment of manufacturing and operating processes, ability to support growth and risks in the supply chain.

Quantum completes add on assessment for a fiber optic company

For a PE owned fiber and cable connectivity manufacturing company operating in aerospace and defense verticals, Quantum has completed operational synergy assessment of an add on acquisition in an adjacent space.  Quantum assessed the operating processes at the target, identified opportunities for EBITDA improvements and developed a post-close operating agenda for the target.

Quantum to lead acquisition integration and manufacturing consolidation

Quantum has been retained by a PE portfolio company in aerospace electronics manufacturing services to lead the acquisition integration of a global semi conductor services company.  Quantum will lead the PMO to integrate manufacturing and back office.  Work includes detailed planning and implementation of a North American plant closure of the target company and moving production 2 other plants of the acquiring company.

Quantum completes ODD for industrial add on acquisition

For a PE portfolio company that manufactures and distributes pipe fittings and connections, Quantum conducted an Operational Due Diligence and synergy modeling for the potential acquisition of a competitor.  Synergies included consolidation of manufacturing plants, foundries, channels and distribution centers, SKU rationalization and organizational integration.  Quantum developed synergy estimates, one time costs estimates and an integration plan

Quantum to lead post-integration operational excellence at packaging plant

For a PE portfolio company, Quantum has been retained to lead operational excellence at its North American chemical packaging and bottling facility.  The site was used to consolidate multiple locations and install new bottling lines.  Quantum will now work with the plant team to improve throughput, order fulfillment and broader operational performance

Quantum completes ODD of a global semiconductor components company

For a PE portfolio company in aerospace micro electronics considering an add-on acquisition of a significantly larger, high reliability global semi conductor components supplier, Quantum conducted ODD and operational synergy assessment.  The work included assessment of manufacturing and supply chain capabilities across multiple plants, and developing the integrated manufacturing strategy, which included various production moves.  Quantum developed the synergies and one time costs in operational and organizational integration.  Quantum has been retained to lead the post-close implementation.

Quantum completes post-close assessment of industrial distributor; to lead implementation

For a recently acquired fast-growing PE portfolio company, Quantum has completed a detailed post-close operations assessment. Quantum identified transformative changes in business model, processes and systems, to enable the business to scale to 2X in a few years. The changes include service level definitions, sales processes, SOIP and inventory levels, operations scheduling, assembly capacity enhancements, WMS and SCM software, network structure changes, etc. Quantum will lead an implementation program to assist the Management team through these changes.

Quantum completes ODD and add-on synergy assessment of an A&D component manufacturer

For a PE portfolio company in aerospace & defense, evaluating an add-on acquisition, Quantum has completed operational diligence and add-on synergy assessment of a component manufacturer and repair service provider. Quantum worked closely with the client’s team to identify and assess specific synergy opportunities in manufacturing including production consolidation, sourcing, organization and SG&A. Quantum developed the synergy estimates, one time costs and an integration implementation plan.

Quantum to lead integration of multiple chemicals acquisitions

Quantum Strategic Advisors has been engaged by a PE portfolio company to lead the integration of 4 add-on acquisitions(+1 pending) closed in a 12-month period. Quantum will work collaboratively with all the entities, lead the integration PMO, and also lead specific integration tasks.

Quantum completes chemicals footprint strategy development

Quantum Strategic Advisors has completed the development of the North American footprint strategy for a global chemicals company. The Quantum team was asked to assess if footprint consolidation was possible. The Quantum team worked collaboratively with the client to assess demand and capacity by various chemistries at the reactor level at each plant, under various business scenarios. Quantum developed several footprint scenarios that evaluated capital investments, reactor utilizations, tolling considerations, tank capacities, infrastructure investments, operating costs, freight considerations, regulatory considerations and customer impact. Quantum calculated CapEx, OpEX and ROI under each scenario, and a recommended path forward.

Quantum completes detailed carve out assessment for a global blow molding machinery 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 and supply chain, assessed the feasibility and risks in the carve out, developed the operating costs for the NewCo, developed site lay outs for the new assembly and distribution operations, an implementation plan and estimates for one-time costs. Quantum’s expertise in manufacturing and distribution was recognized by the PE clients and the NewCo Management team.

Quantum completes ODD of electrical components manufacturer

For a PE client Quantum completed the ODD of a highly engineered electrical components manufacturer in the aerospace and medical devices markets. The company had grown through acquisitions and had 8 locations in the US, Mexico and Canada. Quantum conducted an assessment of operational practices, potential for EBITDA improvements and the feasibility and business case for manufacturing footprint consolidation

Quantum leads chemicals manufacturing footprint consolidation

Quantum Strategic Advisors has been advising a publicly traded chemicals / polymers company to manage the integration of 2 of its largest North American manufacturing sites. Quantum has completed program development for the integration and also an operational effectiveness agenda for the receiving plant. Quantum has now been retained to lead the PMO for the integration. The integration program includes significant capital investments, new capabilities development, product qualifications and managing the production transition in an accelerated timeline. Quantum will be working with a large client team to facilitate and manage the integration

Quantum completes ODD for add on aerospace acquisition; focus on growth

Quantum Strategic Advisors has completed the operational due diligence and synergy assessment for a high reliability space components manufacturer. The ODD was focused on assessing the target’s operational capabilities to sustain growth in 3 distinct product groups. The Quantum team assessed manufacturing capacity and constraints, order fulfillment processes, new product development processes, knowledge capture and documentation, human resources, IT systems, etc. The team identified key investments and priority initiatives to sustain growth.

Quantum completes ODD of electrical components manufacturer

Quantum Strategic Advisors has completed ODD for a PE client considering acquisition of a leading high reliability 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 to support continued acquisitive growth.

Quantum completes operational assessment for specialty electronics manufacturer

Quantum Strategic Advisors has completed a detailed assessment of operations at a mid-sized aerospace electronics manufacturer, in order to identify potential for reduction in order to ship cycle times. Quantum collected detailed process data using templates, conducted process observations and analysis to identify key issues affecting cycle times and recommend solutions for implementation.

Quantum to provide program management for add-on integration

Quantum Strategic Advisors has been retained to provide Program Management for the integration of 2 mid-market chemicals companies in the polymer space. The scope of work will include commercial / technology integration, manufacturing footprint consolidation, strategic sourcing, and support for various operational / business initiatives.

Quantum completes integration planning for Chemicals add-on

Quantum Strategic Advisors has completed a detailed synergy assessment and integration planning exercise for a PE portfolio company add on acquisition in the Polymer space. 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 / in-sourcing opportunities and cross-selling. The manufacturing consolidation scenario was developed through a reactor level modeling of chemistry, batch sizes, utilization and capacity. Sourcing synergies were developed through extensive workshops. The team developed a detailed implementation plan and a detailed estimate of one time costs for the manufacturing consolidation.

Quantum completes operational diligence on aerospace 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.

Quantum leads dilgence and pre-close planning for aerospace acquisition. To lead acquisition integration

Quantum Strategic Advisors has completed the operational diligence and pre-close planning for the acquisition and integration of a space electronics manufacturer by a $3 Billion aerospace components manufacturer.  The Quantum team developed a detailed integration plan to combine manufacturing locations, business systems and organization.  Quantum has been retained to lead the integration post-close.

Quantum leads detailed global diligence for chemicals acquisition

Quantum Strategic Advisors has completed a detailed diligence for the acquisition of a global <$1 Billion chemical company by a similar sized competitor.  Quantum 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, organization, SG&A and commercial integration.

Quantum completes operational diligence of a specialty chemicals company

Quantum Strategic Advisors has completed operational due diligence and synergy assessment for a publicly traded chemical company in its bid to acquire a global specialty chemicals company in coatings. The Quantum team worked closely with the bidder’s management team to assess synergies in manufacturing, sourcing, supply chain and G&A.

Quantum to lead synergy assessment in potential chemicals merger

Quantum Strategic Advisors has been retained to lead the operational synergies assessment in the potential merger of equals of 2 global chemical companies. The confidential deal is currently in the pre-LOI stage, and further details of our work will be published if and when the transaction becomes public.

Quantum provides ODD for medical device manufacturer acquisition

Quantum Strategic Advisors has completed the Operational Due Diligence for a PE owned medical devices manufacturer and distributor evaluating an add on acquisition of a global medical device manufacturer. The transaction is expected to close in June 2016. The Quantum team worked closely with the platform company and identified EBITDA improvement opportunities in manufacturing, sourcing, supply chain and G&A. The PE firm was very satisfied with the quality and timeliness of the work. “Thanks for the hard work–Your analysis was key in helping us gain comfort on the deal”, said the PE Principal who led the transaction.