Scaling Globally: Mastering M&A with Strategic Financial Integration
How comprehensive M&A services enabled a major educational organization to navigate a large-scale global acquisition and position itself for future growth.
Challenge
Our client embarked on a strategic global acquisition of substantial scale, a move designed to expand their reach and impact significantly. While the potential for growth was immense, so were the complexities.
Their primary goals were clear:
- Make the acquisition a success
- Meticulously integrate the acquired entity's financials
- Maintain unwavering compliance with intricate global accounting standards
They recognized the specialized expertise required for such a large-scale, international M&A transaction and engaged our firm to navigate these challenges from the outset.
Approach
To address their complex needs, we worked through a comprehensive suite of M&A services, encompassing due diligence, technical accounting, valuation, and post-close integration. Our systematic approach began with rigorous net working capital procedures by our due diligence team, establishing a robust financial foundation. Our technical accounting team then collaborated closely with the client to identify and document critical accounting policy components, including determining the accounting acquirer, calculating purchase consideration, and facilitating balance sheet adjustments.
We developed a preliminary opening balance sheet and facilitated the adoption of ASC 606 revenue recognition and ASC 842 lease accounting standards. Finally, our valuation team conducted a thorough assessment of intangible assets to assist with purchase price allocation, creating a complete and accurate financial picture. This comprehensive approach provided the client with the necessary assurance and expertise to navigate the complexities of their global acquisition.
Results
Our client was particularly impressed by our seamless cross-service team collaboration, emphasizing that our professionals worked together as “one team.” This integrated approach, coupled with the direct involvement of our senior executives, made sure the deal directly supported their overall business strategy.
This enabled them to breeze through their financial reporting and audit processes, satisfying auditors with the quality and accuracy of their post-acquisition financials. This efficiency and confidence in their financial statements were direct outcomes of our meticulous due diligence, deep technical accounting expertise, and thorough valuation work.
A standout achievement was the client’s request for our assistance with post-integration services, a testament to their satisfaction with our initial engagement and the trust they place in our ability to guide them toward a successful future.
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