FINANCE CASE STUDY

  • Case Study: Finance Focus
  • Industry: Technology

Results

ECS worked closely with this client to raise $10M of funds needed for growth, and pivoted the firm from an acquisition to a long-term licensing agreement due to a previously unforeseen compliance issue. ECS developed the internal finance talent and this client is now positioned for tremendous growth.

Background

A private equity firm approached ECS to obtain support within one of their portfolio companies. This company was in the midst of an acquisition when the CFO abruptly resigned.  To complicate matters, the company was also actively raising debt financing in parallel with the acquisition.

Objectives

ECS was tasked to:

  • Manage the relationships with the sellers and lenders
  • Deliver on core CFO activities
  • Create a lender memo and presentation
  • Handle due diligence and build a decision matrix for the target acquisition
  • Create the business integration plan and program governance

Solutions

ECS developed an overall roadmap and action plan that tackled the challenging issues that kept the M&A and debt raise on track. We helped the business recognize that a licensing agreement was a better option, completed the debt raise and developed an internal finance talent to take the business forward on a day to day basis.

Testimonial

“ECS had the knowledge to identify the key issues, the strategic vision to map out the plan, and the experienced talent to move us to implementation so we could obtain the results we needed.”