Roadmaps, Assessments & Optimization
Case Study
We provide an "as is" and "to be" assessment, generally mapped to the investment thesis or corporate strategy.
We design and develop a 12-36 month roadmap that is tightly aligned with your business goals and corporate strategy, and guide you through that journey.
We were brought in by the Private Equity sponsor of the PortCo to lead the integration rollup of a 5 member HVAC companies across regions of the U.S.
The company separated from 2 TSA’s, and bought 3 stand-alone businesses to rollup. We developed an assessment and roadmap to deploy scalable systems as the platforms to add companies onto one at a time.
This included the infrastructure and network plan, the Microsoft Cloud plan, the ERP plan, the IT Security program, and the organizational design to support these plans.
The company elected our CIO Advisor to lead the roadmap, and continue to lead the IT diligence efforts and face off with the other IT and Cyber due diligence teams.
The company successfully sold for 5x the acquired value and provided a significant return on investment. This is a typical seat that The Ducats Group typically sits in.
Areas of Scope
Technology
Operations
Due Diligence Service Tiers
Silver:
Compatibility Assessment and Cost Modeling
Bronze:
Inventory and Documentation
Gold:
Strategic Initiative Development
and Post Close Planning
Contact us
Suite 800
Arlington, VA 22203
