02
Post-Acquisition Integration for Multi-Entity Enterprise
About
A financial sponsor with $3.3B AUM was building a new enterprise through the acquisition of a platform company and two immediate bolt-ons, with eight total add-ons planned. Taylor White was engaged to create the enterprise-level OCFO, lead the first-100-days integration, supplement execution resources, and design scalable processes and infrastructure for the newly formed organization.
The sponsor required a cohesive financial foundation to unify multiple acquired entities, each with varying accounting methods, processes, and reporting standards. Immediate alignment was essential to ensure accurate reporting, control, and integration readiness across the new enterprise.
Our team partnered with the sponsor to build the OCFO function, convert financials to GAAP, establish new processes, deliver transaction accounting, accelerate reporting timelines, evaluate finance talent, and implement systems that would support ongoing add-on integrations.
Problem
Fragmented Financials Across Multiple Newly Acquired Entities
Each acquired company operated with different accounting bases, policies, and reporting processes. Leadership lacked unified visibility, and the enterprise needed structure, GAAP-aligned financials, standardized reporting, and the ability to integrate multiple add-ons rapidly.
Goal
Build a Scalable Enterprise-Level OCFO and First-100-Days Integration Plan
The priority was to create a cohesive financial foundation, support transaction accounting, accelerate reporting cycles, harmonize processes, and position the enterprise for continued acquisition activity and operational scale.
Solution
Enterprise OCFO Build-Out, Integration Leadership, and System Optimization
Taylor White structured the enterprise OCFO, converted financials to GAAP, redesigned processes, supported transaction accounting, accelerated reporting from 25 days to 5 days, integrated additional add-ons, evaluated talent, and implemented cloud-based automation and consolidation tools.
Structured Post-Acquisition Integration and OCFO Build-Out
We delivered a comprehensive integration framework that unified accounting, reporting, processes, systems, and teams across the platform and bolt-on acquisitions.
Phase 1
Converted all general ledgers from modified GAAP or cash basis to GAAP
Recast closing balance sheets to reflect GAAP
Created new accounting processes with supporting documentation
Harmonized accounting policies and reporting workflows
Phase 2
Properly Account for the Transaction
Reconciled all NWC accounts with audit-ready account reconciliations
Prepared required NWC statements for seller settlement
Built opening balance sheets supported by valuations for acquired assets and intangibles
Developed technical memos supporting Business Combination methodology for auditors
Phase 3
Develop Timely, Accurate Shareholder Reporting
Shortened the close cycle from 25 days to 5 days
Harmonized general ledgers and reporting so results were comparable across entities
Developed new reporting packages for lenders and PE sponsors
Integrated four additional add-on acquisitions within three months, including a partial divestiture
Evaluated accounting and finance talent, updated job descriptions, and interviewed successor candidates
Filled key Controllership and FP&A roles in interim capacity (approximately six months)
Centralized AP processing via Tipalti implementation to streamline invoice and payment workflows
Implemented Fathom as the consolidation tool to simplify management reporting and financial analysis
Result
Unified Enterprise-Level Finance Function Ready for Continued M&A
Through this engagement, the sponsor gained a cohesive OCFO structure, GAAP-aligned financials, and a standardized close and reporting process that supported lender, sponsor, and management needs across the new enterprise.
With integrated systems, strengthened talent, and scalable processes, the organization was equipped to continue its buy-and-build strategy, integrate future add-ons efficiently, and provide timely, accurate financial insight to stakeholders.
THE RIGHT FIT, the FIRST TIME
Identify Talent, Build Your Finance Team
