Financial Institution Fixed Fee Engagements
Pre-Acquisition Operational Value Creation Assessment
Overview
A comprehensive operational due diligence and value creation assessment for manufacturing and logistics acquisition targets.
Key Components
Operational Assessment
Process efficiency evaluation
Technology infrastructure review
Capacity utilization analysis
Quality system assessment
Value Creation Opportunities
Cost reduction identification
Revenue growth opportunities
Operational synergies
Technology enhancement potential
Risk Assessment
Operational risks
Technology risks
Market risks
Integration risks
Implementation Planning
Priority initiative identification
Resource requirements
Timeline development
ROI projections
Engagement Structure
Duration: 3 weeks
Week 1: Pre-work and data collection
Week 2:
2-day on-site assessment
Initial analysis
Week 3:
Analysis completion
Report development
Virtual executive presentation
Deliverables
Due Diligence Report
Operational assessment
Risk evaluation
Value creation opportunities
Integration considerations
Value Creation Plan
Prioritized initiatives
Implementation roadmap
Resource requirements
Financial projections
Executive Presentation
Key findings
Critical opportunities
Risk mitigation
Implementation approach