Pre-Close Diligence and Post Integration

$850M Software and IT Company


  • Leading distributor of powersports products for motorcycles, ATV/UTV’s, snowmobiles and electric scooters
  • Multiple US distribution centers shipping 3 million packages annually to dealers around the country
  • Competes in a commoditized business in which its customers value price and next-day availability


  • Stood up a Project Management Office (PMO) to manage the integration of 15 separate work streams across both businesses
  • Conducted a two-day offsite with the combined company management teams to kick-off the integration by baselining and process mapping each primary function of the business
  • Coordinated 2x weekly calls with each work stream to understand each departments processes needs and aspirations for future state operations on a combined basis


  • The synergy goal the sponsor underwrote at time of acquisition was $27M in headcount savings with the first reduction in force resulting in $20.5M
  • Found $3M to $5M more in operating expense savings
  • A full library of every document and record created or used during the integration was archived in the company cloud storage by work stream and shared with each responsible user
  • Produced a matrix of the individual business functions and key initiatives for management to use going forward