Category: Private Equity

Developed and Advised on Execution of 3-Year Growth Plan and Merger Integration to Grow Installed Base Revenue

A $650M ERP software provider with low single-digit market growth wanted to improve its installed base revenue growth and improve its Services operations. We developed and advised on the execution of an enterprise-wide 3 year growth plan and merger/integration that realized $14M in targeted syndergies ahead of schedule and achieved additional growth and value in the installed customer base.

Conducted Acquisition Due Diligence and Developed 3-Year Improvement Roadmap

A top-tier private equity firm evaluating a multi-million dollar enterprise communication software provider
engaged Waterstone to perform acquisition due diligence focused on the target company’s Professional Services, Maintenance and Cloud businesses. We evaluated the target company’s current performance, underlying performance drivers and intrinsic risks and developed a 3-year go-forward improvement plan.

Developed Value Roadmap for Service Delivery Organization to Reduce Run Rate Costs by 34%

A private equity firm was considering the acquisition of a provider of technology platforms that enable user-generated content. As part of its due diligence, the client wanted to identify and quantify cost-saving opportunities across the target’s service delivery organization and operations. We developed a value roadmap that recommended improvement initiatives estimated to reduce run rate costs by 34%.