FINANCE & OPERATIONS

M&A Integration

Achieve the value the deal promised

A merger or acquisition is only as good as its integration, and most integrations leak value. They're often under-scoped, poorly managed, and handed to big firms that throw slide decks around while the clock runs.

You need a partner that's going to roll up their sleeves and get things done. Our team knows how to bring organizations together, bring data together, bring processes together, and get things done quickly you can exit your transition service agreements faster and start realizing the value the deal was built on. M&A integration support includes:

CLIENT SUCCESS

Acquisition Integration in the E&P Industry

Situation
A US exploration and production company acquired a similarly sized company and needed to complete all integration activities within a 6-month timeframe to meet synergy targets. Trenegy was hired to manage the post-merger integration process including accounting, production, drilling, cost tracking, reserves, land, rig scheduling, GIS, and data management systems and processes.

Our Response
Trenegy developed the overall integration plan to orchestrate changes across all major business processes. The plan started with a phased approach to align systems and processes based upon criticality and ease of implementation. Our work included overseeing system changes, resolving gaps in business processes, aligning data and asset hierarchies in the systems, assisting with data conversion and validation, developing consolidated reporting capabilities, and performing in-depth testing and training.

Results

  • Achieved synergy targets
  • Completed within initial integration budget
  • Common business operating model

CLIENT SUCCESS

Merger Integration in the Energy Industry

Situation
Following rapid acquisition-driven growth, a major U.S. energy infrastructure company announced a multi-billion-dollar transaction to consolidate several affiliated entities into a single publicly traded company. Leadership needed to integrate the finance organizations, unify disparate financial models, and stand up planning, forecasting, and reporting capable of meeting investor expectations.

Our Response
Trenegy helped build a roadmap for the finance organization, rationalizing legacy reports, metrics, and forecasting models and restructuring partnership-based financials into a public company format. We standardized KPIs, designed leading-practice planning and reporting processes, and implemented a corporate performance management solution to automate forecasts. We supported the finance team through design, testing, training, and go-live.

Results

  • Closed on schedule as one of the largest energy deals of its time
  • Simplified finance organization with streamlined reporting
  • Shifted focus from data gathering to strategic analysis

M&A Insights

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Get in Touch
Reach our team at info@trenegy.com.