Our Transaction Services offerings are designed to help maximize the value of your investment from the outset. We partner with private equity firms across the investment lifecycle, from due diligence to portfolio value creation and exit planning.
MERU colleagues hail from some of the largest professional services firms in the world. Collectively, we have helped support private equity firms acquire, grow, and exit numerous investments over the years.
MERU's approach to due diligence is based on our proprietary MERU 360° Assessment framework that ensures a holistic assessment of the target, ranging from cost optimization levers to revenue enhancement opportunities. In addition, we believe in bringing the best subject matter experts to every engagement. Through our Strategic Partner network, we collaborate with industry veterans on a broad range of functional topics across industries to help you identify the maximum opportunity for your target portfolio company.
- Due diligence: Evaluate attractiveness of acquisition targets by analyzing the industry, competitive landscape, risk profile, growth prospects, and potential for revenue and cost synergies
- Pre-close planning: Develop Day 1 and Day 100 plans for critical business processes and functions as well as key stakeholder communication and change management
- Post-close implementation: Execution of initiatives to capture value identified during the due diligence phase leveraging a rigorous performance management cadence
- Exit planning: Assess readiness of the portfolio company for a sale
Maximizing value from an acquisition requires meticulous planning and seamless execution. Our unique approach hinges upon developing an implementation plan that allows you to start capturing value as soon as the transaction is closed. We partner with management teams to align on the value capture initiatives. We also take interim management roles, if needed, to help drive the implementation plan and put our fees at risk to ensure our incentives are aligned.
Our team’s deep and diverse operationally focused backgrounds and transactional expertise allows us to provide value enhancing advice leading up to the transaction, through integration, and in anticipation of carve-out processes. We closely align our teams and objectives to seamlessly integrate with transaction teams.
Representative Case Studies
AUM PE Firm (Due Diligence). Assessed acquisition targets in the industrials space for Support mega-cap private equity clients by analyzing industry, competitive landscape, risk profile, growth prospects, and potential for revenue and cost synergies.
Semiconductor Manufacturer (Pre-Close Planning). Day 1 and Day 100 planning, designed consistent pricing policies, new delegations of authority, sales coverage maps, and detailed communication plans.
Logistics Company (Post-Close Implementation). Financial function and liquidity management. Revamped financial reporting to support additional acquisitions.
Packaging Distributor (Exit Planning). Implemented $8 million of EBITDA enhancing initiatives, bolstering the transformation 'story', and supporting a successful exit.