Realizing the implied value from transformative events requires a structured approach to de-risk the transaction, we proactively identify and address potential gaps, allocate resources appropriately, and execute the transaction. A systematic and fact-based approach minimizes business disruptions and provides a clear roadmap to achieve desired outcomes.

Our Approach

  • Partner with the client team to develop an achievable timeline and adhere to key milestones

  • Review transaction business plan, identify potential issue areas, and develop contingency plans

  • Develop the transition playbook to ensure a disciplined execution plan

    • Assist management with drafting pro forma financials pre- and post-transaction

    • Assess resource gap requirements and develop an impact assessment of the transaction on business operations, people, and systems; supplement as necessary

    Benefits of Doing It Well

    • Greater certainty in transaction outcomes

    • Lower deal expenses from reducing redundant resources

    • Minimized disruption to management, enabling greater focus on day-to-day management

    • Better alignment of buyer and seller incentives leading to “win-win” outcomes

    • Financial transparency

    • Improved governance and organizational visibility

    • Timely and accurate reporting and forecasting

    • Sustainable financial models

    • Team engagement and accountability

    • Elimination of stranded costs

    What We Do

    IPO

    A structured IPO process minimizes the risk of adverse comment letters from the SEC and increases the likelihood of favorable pricing during the marketing process.

    • Quarterback the IPO process: Develop transaction timeline and key milestones, liaise with internal and external stakeholders, identify and resolve issues, and mitigate risks

    • Assist with S-1 and other regulatory filings

    • Prepare and pressure-test business models based on investment thesis

    • Develop financials and other roadshow materials

    • Identify additional public company compliance process and resource requirements

    • Provide surge resources to assist with SEC reporting, financial modeling, FP&A, etc.

    • Reengineer close process to comply with accelerated filing and controls requirements

    Merger Integration

    A structured integration management office, detailed plans, and deep subject-matter expertise can help to de-risk a transaction and facilitate synergy capture and achievement of the investment thesis.

    • Develop the transaction financial model, including pressure-testing synergy assumptions and modeling potential capital structures

    • Stand up and manage the integration management office, including establishing the timeline and key milestones, and identifying and mitigating risks

    • Formulate detailed functional integration plans, incorporating people, process, and system considerations

    • Ensure Day 1 financial reporting readiness and design go-forward consolidated financial reporting process

    • Evaluate sufficiency of existing IT systems and infrastructure

    Carve-Out/Divestiture

    A detailed analysis of anticipated standalone costs and TSA level of service is critical to realizing anticipated value from transaction.

    • Develop and manage the carve-out timeline, key milestones, and resource needs

    • Build standalone pro forma financials and perform scenario analysis

    • Prepare Form 10 and other regulatory filings

    • Identify key considerations for TSA negotiations and assist with TSA development

    • Analyze stranded costs and right-size accordingly—people, systems, contracts, etc.

    • Design NewCo finance structure, processes, and tools; identify talent gaps

    • Address business continuity needs, including vendor and customer notifications related to the transaction

    • Create and implement NewCo reporting and analytic capability

    • Augment staffing needs to close the last mile of finance on the road to Day One

    Headquarters Relocation

    Proactively preparing a transition plan and documenting existing processes will provide greater certainty and reduce expenses and risk.

    • Prepare transition timeline and cost estimates

    • Develop desktop procedures and ensure policies are correctly documented to minimize loss of institutional knowledge

    • Determine organizational needs, assess talent gaps, and develop hiring plans

    • Evaluate back-office support needs at new location and identify key vendors

    • Provide tracking mechanism for key assets to minimize loss

    • Drive to a clean accounting close pre- and post-relocation

    • Ensure technology is enabled, processes simplified, and workflows corrected during transition period

    Related Services

    CFO Solutions

    Our industry knowledge is broad and deep.

    BRG combines intellectual rigor with practical, real-world experience. We have an in-depth understanding of industries and markets, with expertise spanning the major sectors of the global economy. Following are some of the many sectors that we know inside and out.