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MERGERS & ACQUISITIONS

Waterstone provides due diligence assistance and post-merger integration support to financial sponsors and management teams

Areas of expertise include:
  • Market and Industry Assessment
    • Market size and growth potential
    • Industry structure and economics
    • Competitive dynamics

  • Services Unit Due Diligence (Professional Services, Managed Services, Customer Support Services)
    • Unit profitability and performance
    • Organizational structure and performance management
    • Margin improvement opportunities
    • Capacity management, utilization, and cost structure
    • Customer contribution and concentration

  • Post-Merger Integration
    • Organizational structure and leadership team
    • Integration Management Office and Steering Committee
    • Financial model and value roadmap
    • Detailed implementation plan
    • Track synergies delivered against targets

  • Investment Thesis Execution
    • Creation of actionable 180 day and 5 year strategic plans
    • Management support in execution of plan
    • Acceleration of synergy realization