Project Details

Client / Situation

• Our client that specializes in middle-market growth capital and emerging market investments is merging with another retailer in the outdoor brands’ space
• They were looking for a consultant to lead the project on merger synergies / estimate validation

Objectives / Results Achieved

• Baselined gross margin optimization estimates $2.5+MM (vs $3.2MM during the November 2017 diligence)
• Developed a streamlined calculation model for ongoing business development use (pre-merger and post-merger)
• Followed-up deep-dives into November 2017 analyses versus current outlook
• Additional merger-related activities:
  1. Initial organizational assessment, proposed future state structuring
  2. Integration workplan – pre-close and post-close
  3. Systems assessment review