Combining data analytics with
sales & operations planning expertise
Sample Projects - Merger and Acquisition
Market and sales process due diligence
Year:
Title:
Client:
Target:
Role:
Duration:
Team:
2014
Head of Internal Audit
Franke Group / Switzerland / Sales 3bn EUR
Producer of sanitation products / Sales 230m EUR
Lead Subproject Sales Due Diligence
3 months (part-time)
2 internal / 9 company
Business Case:
-
Potential strategic acquisition to acquire new markets and strengthen market share
Main Project Steps:
-
Conducted sales and margin data analysis
-
Developed and analysed sales process questionnaires for different markets
-
Reviewed CRM data
Success:
-
Identification of vital red flags (weaknesses in sales process and inflated sales - non-disclosed sales booster (YE volume bonus) discover due to sudden increase in deal margins
-
Acquisition was canceled due to number of identified red flags
Operations and synergy due diligence
Year:
Title:
Client:
2009
Senior Consultant
Publicly traded solar energy company / Germany
Target:
SME / Production of solar panels / Sales 35m EUR
Role:
Duration:
Team:
Project Lead
3 weeks (full-time)
2 internal
Business Case:
-
Evaluation of feasibility to conduct financially viable operations with 50% staff
-
Identification of excess staff members (20 employees)
Main Project Steps:
-
Conducted portfolio and volume analysis (profitability, productivity)
-
Conducted process reviews and personnel interviews
Success:
-
Advised against acquisition as interviews had identified significant culture and process flaws, advised hiring of 7 key staff members to acquire market share and knowledge
Sale of company in distress
Year:
Title:
Company:
2008
Senior Consultant
Medium sized, family owned enterprise / Germany / Production of textiles / 40m EUR in sales
Role:
Duration:
Team:
Project Lead
3 weeks (full-time)
4 internal / 4 company
Business Case:
-
Sale of company to avoid insolvency
-
Consideration of strategic and financial investors
Main Project Steps:
-
Developed a future concept both for strategic and financial investors
-
Prepared the information memorandum
-
Prepared the deal structure
Success:
-
Project failed in final term preparation phase - lead bank did not agree to debt cut covenant
Data Room for auction of publicly owned utility company
Year:
Title:
Company:
Role:
Duration:
Team:
2004
Auditor
Public Waterworks / Germany
Project Member
3 months (full-time)
2 internal / 10 company
Business Case:
-
Part of privatisation initiative under European law
-
Public auction of 49% share
Main Project Steps:
-
Conducted financial risk assessment
-
Developed data room checklist
-
Coordinated completion of data room
Success:
-
Only requests for further supporting documentation, no uncovered areas
-
Successful auction
