Helping a Manufacturer Identify $3 Million in Post-Integration Efficiencies

How to develop an efficient, effective M&A integration strategy

Top 3 Areas of Impact

Designed and implemented an integration governance structure, including an integration management office.

Aligned monthly close process and calendar with the manufacturer to integrate all accounting and financial reporting functions.

Helped the manufacturer successfully integrate all functional areas and identify cost savings.

Summary

A leading U.S.-based windows and doors manufacturer and designer needed to fully integrate a recently acquired vinyl windows and doors specialist. Past acquisitions were never fully integrated, leading to extra enterprise resource planning (ERP) systems stifling data management efforts and multiple HR systems increasing employee benefits costs. 


SERVICES PROVIDED
M&A Integration
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two professionals meet while looking at a laptop

Challenge

With a market share and product portfolio expansion plan on the line, the company’s new integration lead identified a lack of internal experience and insufficient bandwidth to properly integrate the acquisition on their own.

Recommendations

BDO was tasked with integrating each functional area of the organization, as well as executing policy and process changes in the finance and accounting function. First, BDO designed and implemented an integration governance structure, including an integration management office, to enable collaboration between functional teams and executives. To support the integration effort, BDO professionals worked across all functional teams to coach employees, develop transition plans, and identify cost-saving opportunities.

Externally focused functional teams, including product management and sales, were fully integrated, along with all internally focused teams including engineering, supply chain, IT, HR, legal, and tax. BDO also aligned the target’s monthly close process and calendar with the manufacturer to integrate all accounting and financial reporting functions. 

Results

BDO’s M&A and Transaction Advisory professionals helped the manufacturer successfully integrate all functional areas and identify cost savings.

  • Identified $3 million in recurring efficiency opportunities
  • Developed an integration playbook for future acquisitions
  • No reported disruption to employee work or customer engagement during the transition