Transaction Services Case Studies

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Client Type

Situation

Solution

Water Solutions Company
A PE owned global manufacturer, marketer and distributor of sprinkler systems and water solutions had embarked on an assessment of their digital product and service strategy. Part of the strategy was to understand and improve the customer journey in the direct-to-consumer market preparing for a ‘tuck-in’ acquisition.
Conducted senior level workshops that detailed key customer interaction issues with the new product launch.Derived solutions that were pertinent to the post sale customer journey especially an Amazon strategy. Obtained detailed understanding of the bottlenecks and challenges to more efficient and supportive customer service experience journey and digital marketing campaigns.
Hotel Chain
The Company’ and its sponsors were interested in investigating the company’s readiness for going public and faced several hurdles relating to accounting controls, compliance, financial planning, and strategic growth plan. In addition, the company sought assistance with identifying any potential oversight, reporting and communications issues.
DSG evaluated the company’s current state against requirements to operate as a public company and against requirements of the S1 registration.  We developed tools and processes to aid with reporting, improved working capital and costs, developed detailed work plans and checklists and established an IPO project management office; and created ownership and accountability amongst the various work streams.
Media & Entertainment Company
The client was in the process of acquiring three media entities / properties from parent companies in a complex and time-bound program. The plan was to distill and integrate the requirements of three media company owners into a single “newco” entity.  There were Terminal Services Agreements(TSA’s) existing from one-acquisition’s parent company and client.
Conducted due diligence activities on the finance and accounting activities. Set up an Integration ManagementOffice to co-ordinate activities with the rest of the integration teams.Provided interim CFO services to manage NewCo. We developed a plan with 350detailed activities, summarized into a set of key milestones by company as part of the Day 1-30-60-90 plans. Plan executed towards a successful acquisition.
Client type: Water Solutions Company

Situation

A PE owned global manufacturer, marketer and distributor of sprinkler systems and water solutions had embarked on an assessment of their digital product and service strategy. Part of the strategy was to understand and improve the customer journey in the direct-to-consumer market preparing for a ‘tuck-in’ acquisition.

Solution

Conducted senior level workshops that detailed key customer interaction issues with the new product launch.Derived solutions that were pertinent to the post sale customer journey especially an Amazon strategy. Obtained detailed understanding of the bottlenecks and challenges to more efficient and supportive customer service experience journey and digital marketing campaigns.
Client Type: Hotel Chain

Situation

The Company’ and its sponsors were interested in investigating the company’s readiness for going public and faced several hurdles relating to accounting controls, compliance, financial planning, and strategic growth plan. In addition, the company sought assistance with identifying any potential oversight, reporting and communications issues.

Solution

DSG evaluated the company’s current state against requirements to operate as a public company and against requirements of the S1 registration.  We developed tools and processes to aid with reporting, improved working capital and costs, developed detailed work plans and checklists and established an IPO project management office; and created ownership and accountability amongst the various work streams.
Client type: Media & Entertainment Company

Situation

The client was in the process of acquiring three media entities / properties from parent companies in a complex and time-bound program. The plan was to distill and integrate the requirements of three media company owners into a single “newco” entity.  There were Terminal Services Agreements(TSA’s) existing from one-acquisition’s parent company and client.

Solution

Conducted due diligence activities on the finance and accounting activities. Set up an Integration ManagementOffice to co-ordinate activities with the rest of the integration teams.Provided interim CFO services to manage NewCo. We developed a plan with 350detailed activities, summarized into a set of key milestones by company as part of the Day 1-30-60-90 plans. Plan executed towards a successful acquisition.
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