Finance Carveouts / Merger Integration (Finance PMI)

The finance function is at the center of any carveout or PMI program. It plays a pivotal role in Day-1 activities and in ensuring the effective value capture of expected synergies across the org.

CFOs, however, are also responsible for their own functional integration and the seamless completion of all Day-1 plus subsequent post-close (30/60/90 days) activities—e.g.

Consolidation of cash accounts

Closing of books across the combined entity

Preparation of the Opening Balance Sheet

Implementation of the new finance org design

Baselining of run-rate financials and synergy tracking

…plus others that extend beyond the finance function—e.g., Communications

At Catalycs, we work with finance teams to plan and execute a seamless integration of the finance function centered on three key areas: people, processes, and tools. We play a leading role in driving the finance PMI program while teaming up with 3^rd party specialists included in the process (e.g., tax, legal, audit, IT systems).

Click here if you would like to learn more about our Finance PMI approach.