{"id":65589,"date":"2023-01-12T14:07:00","date_gmt":"2023-01-12T13:07:00","guid":{"rendered":"https:\/\/www.fup-ag.com\/?page_id=15589"},"modified":"2023-02-28T10:15:43","modified_gmt":"2023-02-28T09:15:43","slug":"private-equity-investment","status":"publish","type":"case-study","link":"https:\/\/www.fup-ag.com\/en\/case-studies\/private-equity-investment\/","title":{"rendered":"PMI and set-up finances in a private equity investment"},"content":{"rendered":"<h2>Task definition<\/h2>\n<div>\n<ul>\n<li class=\"lmt__translations_as_text__item\">Project management and execution for Post Merger Integration, focus on Finance\/Controlling<\/li>\n<li class=\"lmt__translations_as_text__item\">Improving the quality of finance and PE reporting<\/li>\n<\/ul>\n<\/div>\n<h2>Industry \/ Function \/ Environment<\/h2>\n<div class=\"O0\">\n<div class=\"O0\">\n<ul>\n<li class=\"O0\">\n<div class=\"O0\">SME, Financial services<\/div>\n<\/li>\n<li class=\"O0\">\n<div class=\"O0\">Interim CFO<\/div>\n<\/li>\n<li class=\"O0\">\n<div class=\"O0\">M&amp;A and PMI<\/div>\n<\/li>\n<li class=\"O0\">\n<div class=\"O0\">Dipl.- Kfm. Frank Wedekind<\/div>\n<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<p>Situation:<\/p>\n<ul>\n<li>Merger of three legacy companies<\/li>\n<li>Legacy companies with different data quality and economic transparency<\/li>\n<\/ul>\n<p>Measures:<\/p>\n<ul>\n<li>Establishment of a cross-functional project team consisting of IT, Accounting, Controlling, BI and HR<\/li>\n<li>Analysis of the company-specific finance differences<\/li>\n<li>Development of the new finance target and its implementation<\/li>\n<li>Relocation of locations and consolidation of functions<\/li>\n<li>Reorganization, staff restructuring and staff qualification<\/li>\n<li>Change management for department management and employees<\/li>\n<\/ul>\n<ul>\n<li>Establishment of a new finance\/controlling organization<\/li>\n<li>Establishment of new accounting, finance and controlling processes<\/li>\n<li>Establishment of uniform finance, controlling and reporting standards<\/li>\n<li>Implementation of a new IT accounting system and new financial software<\/li>\n<li>Improved transparency through early and qualitatively improved financial statements during the year<\/li>\n<li>Establishment of a meaningful PE reporting system<\/li>\n<li>Leveraging synergies and efficiencies compared to the old situation<\/li>\n<\/ul>\n<ul>\n<li>SME, financial services<\/li>\n<li>Customer portfolio: B2C customers with bulk business<\/li>\n<li>Product portfolio: Operation of a wide variety of instruments in receivables management<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Task definition Project management and execution for Post Merger Integration, focus on Finance\/Controlling Improving the quality of finance and PE reporting Industry \/ Function \/ Environment SME, Financial services Interim CFO M&amp;A and PMI Dipl.- Kfm. Frank Wedekind Situation: Merger of three legacy companies Legacy companies with different data quality and economic transparency Measures: Establishment [&hellip;]<\/p>\n","protected":false},"author":20,"featured_media":65592,"menu_order":0,"template":"","categories":[],"expertise":[53286,53319,53330,53288,53324],"service":[],"industry":[53231,53262],"type-case-study":[],"class_list":["post-65589","case-study","type-case-study","status-publish","has-post-thumbnail","hentry","expertise-business-transformation-en","expertise-controlling","expertise-controlling-en","expertise-finance-en","expertise-post-merger-integration","industry-beteiligungsgesellschaften-private-equity","industry-investment-companies-private-equity"],"_links":{"self":[{"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/case-study\/65589","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/case-study"}],"about":[{"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/types\/case-study"}],"author":[{"embeddable":true,"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/users\/20"}],"version-history":[{"count":0,"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/case-study\/65589\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/media\/65592"}],"wp:attachment":[{"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/media?parent=65589"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/categories?post=65589"},{"taxonomy":"expertise","embeddable":true,"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/expertise?post=65589"},{"taxonomy":"service","embeddable":true,"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/service?post=65589"},{"taxonomy":"industry","embeddable":true,"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/industry?post=65589"},{"taxonomy":"type-case-study","embeddable":true,"href":"https:\/\/www.fup-ag.com\/en\/wp-json\/wp\/v2\/type-case-study?post=65589"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}