Situation

  • $150M Equity Owned Specialty Healthcare Provider​
  • Client was in the final stages of acquiring a like-sized specialty health practice in a new geography​
  • Given the size and complexity of the deal, the need for a formalized IMO to facilitate the integration process from end-to-end was identified​
  • In the past, issues with establishing an integration plan and process later in the deal life cycle had hindered the ability to successfully achieve their investment thesis​
  • SLKone was hired to establish and facilitate a successful integration of the two practices, enabling the anticipated growth potential

Bespoke Solutions

  • Prepared the business for the integration process by conducting strategic reviews, facilitating integration planning activities, and developing an actionable roadmap with all business functions​
    • Leadership Interviews​
    • Critical Path Integration Activity Timelines​
    • Risk Matrix​
    • Integration Project Plan​
    • Communication Plan & Documents​
  • Provided leadership and integration management activities to ensure successful integration of the organizations​
    • Prioritized activities for first six-months of integration and assisted with activity integrations into normal processes​
  • Developed reporting mechanisms for weekly progress, issue documentation, and escalation against pre-defined targets and metrics

Leading With Results

  • Successfully aided leadership to navigate the intricacies of the two unique organizations coming together​
  • Facilitated cohesive communication and collaboration between equity sponsor, current practice and targeted practice through actively managing interactions and challenging cultural norms​
  • Created a repeatable process, supporting structure, and plan to leverage in future transactions
  • Integration successful, equity sponsor identified the use of SLKone in future transactions