Finance & Operations
Finance:
- Development & digitization of accounting
- Introduction of shared service center finance
- Short-term liquidity management
- Group consolidation
- Management and financial reporting
- Refinancing, IPO, fundraising
Operations:
- Restructuring & Transformation
- Lean 6-Sigma implementation
- Process improvement of operations
- Introduction and improvement of the ERP system
- S6 restructuring report
- ESG reporting
Post-M&A Integration
Post Due Diligence
The DD has been completed. The IC has approved the transaction. Signing and closing have taken place. As an asset management font, portfolio management now begins.
But who implements the PMI in the company?
This is the ideal time to get support from the PMI expert.
Culture, Organisation, Personnel
The transition from an ownership structure to a management organization requires a cultural change. It is advisable to have the PMI expert accompany this. Open and honest communication with all stakeholders is the key to success. Appreciation of employees and building trust.
Business processes, technology
Optimization and standardization of business processes for smooth collaboration. Shop floor meetings, introduction of OEE metrics for production optimization, integration of IT systems, data migration and redundancy avoidance.
Customers, suppliers
Ensuring continuity for customers and adapting customer processes, key account management, introducing CRM tools, delivery reliability and quality as KPIs, supplier management, adapting the approval processes for procurement transactions. Optimizing SCM and WC processes.
Legal, Regulatory, ESG
Compliance with laws and regulations, approvals and compliance, ESG reporting, IP protection, patents, contract controlling, data management, certifications, CE, FDA, DIN ISO 9001, DIN 13485, TS 16949
Finance, Controlling
Consolidation of OpCo and HoldCo, budget and forecast, financial statements according to HGB and IFRS, cost accounting, calculation, contribution margin accounting, liquidity planning, treasury, hedging, tax optimization, transfer pricing documentation, reporting package, financing instruments, factoring are the tools of the PMI expert.
Exit
Timely and intelligent preparation of the exit is crucial for the success of the sale so that the multiple and IRR are appropriate from an investment perspective. Creating the teaser and information memos, convincing management presentations and preparing the data room are routine activities of the PMI expert.