Developing wholescale plans for entity & asset acquisition to maximize deal value for a telecom services provider in the US

Situation

A leading US telecom services company, a long-standing Kaiser client, is aiming to vertically integrate within the industry in order to continue scaling and boost growth. The client sought Kaiser’s expertise in:

  • Creating a pre-acquisition integration plan in order to prepare for a smooth transition and flawless operation on Day 1 post-close
  • Implementing the post-merger integration in order to enhance the value of the acquisition, maximize the synergies of the transaction, and minimize risk
  • Communicating the client’s objectives, plan, timelines, and key decisions internally to the leadership and employees of the acquired company, and to the press

Approach

Together with senior leadership from both the acquiring and acquired companies, Kaiser prepared a holistic pre-acquisition approach and implemented the integration plan, focusing on 4 main business drivers:

  • Assets: Designed M&A project plan tracking all actions by function, focusing on efficiency and support of revenue-generating activities
  • Processes: Built and implemented processes for integration of acquired company’s Contracts, Sales, Property Management, and Pipeline processes
  • People: Developed and realized a personnel plan to determine how to most effectively transition the employees of the acquired company to the organizational structure of the parent company
  • Systems: Defined timeline and created strategic plan to transfer asset, legal, and financial data to the parent company’s systems and tools focusing on systems integration and ensuring that systems accurately reflect and support core business processes at both companies

Results

Thanks to Kaiser’s expert strategic advisory, project management, and leadership our client was able to achieve:

  • On-time closing with smooth functioning of business operations, both integrated and stand alone, from Day 1
  • Successful integration and onboarding of 140+ new employees and an effective cultural merger
  • A complete and expeditious transfer of asset, legal, and financial data from the acquired company
  • Ahead-of-the-curve positioning in new telecom products and clear differentiation among existing telecom products