What we do
Integration management office
Integration plans, RAID and decision logs, and steering-committee materials.
Finance onboarding
Chart of accounts, close, AP and AR moved onto platform standards.
Supplier onboarding
Add-ons enrolled in national programs for fuel, fleet, wireless and parts.
Systems migration
ERP, card and spend tools rolled out to each new company.
Synergy tracking
Synergy cases tracked from plan to realized.
Carve-outs
Separation from legacy systems and shared services.
How it works
From day one to synergies in the GL.
- PlanIntegration playbook and day-one checklist agreed.
- OnboardFinance, suppliers and systems moved onto platform standards.
- CaptureSynergy initiatives executed and contracted.
- ReportSynergies tracked to realized, reported to the steering committee.
Related results
One finance operating model across 32 acquired HVAC companies
$1.7M annual vehicle-lease savings, a national HVAC parts program and Ramp rolled out platform-wide.
Procurement and close rebuilt for a growing practice platform
$1.7M in savings and a month-end close cut from seven days to three to five.
Common questions
How fast can an add-on be onboarded?
With a standard playbook, finance and supplier onboarding for a typical add-on is measured in weeks, not quarters.
Do you run the integration office?
Yes — we can lead or support the integration management office, including steering-committee preparation and synergy tracking.
Start with a four-week Portfolio Spend Diagnostic.
A ranked, sized list of cost and cash opportunities for one portfolio company, and a plan to capture them.