Corporate Transactions

Execute a Corporate Transaction

We offer a comprehensive, tailored approach to help you successfully execute transactions. We help clients manage change; plan the transaction; integrate people, processes and systems; prepare for new control environments, audits and financial reporting; and achieve transaction objectives.

Our Services

A well-prepared finance and accounting function enables you to embark on the rigors of being a publicly-traded company. An organization should begin to act and operate like a publicly-traded company at least one year before the IPO.

How Can CrossCountry Help?

We help your company maximize success in the IPO journey. We assess your company’s readiness for going public and implement the organizational and operating infrastructure changes needed to be a publicly-traded company.

  • Support or lead IPO program management
  • Evaluate systems architecture for new financial systems recommendation and implementation
  • Review close process and close calendar to ensure they support public filing timeline
  • Prepare SEC and other regulatory filings
  • Provide advice and/or respond to SEC comments and liaise with external auditors
  • Assess internal control environment for SOX readiness
  • Review and improve accounting operations performance
  • Elevate internal audit function
  • Perform accounting policy assessment

 

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Successfully integrating business operations requires advanced planning, well-coordinated execution and effective communication. Companies need to ensure that they have the proper roadmap and resources to efficiently transition to a profitable post-integration state while minimizing risks.

How Can CrossCountry Help?

Our team partners with you to enable these activities from due diligence through post-integration optimization. Our methodology focuses on integrating the critical financial, operational and technology-related functions of the business.

  • Understand the objectives of the transaction. Develop an integration plan and identify leading practice processes to create efficiencies.
  • Assist with setting up integration teams. Define governance structures and establish roles and responsibilities.
  • Evaluate and prepare SEC regulatory requirements. Integrate financials, establish accounting policy and procedures and develop reporting standards for the integrated company.
  • Integrate risk management approach. Identify impacts to the internal audit plan and updates to internal controls, including cybersecurity and IT controls.
  • Plan systems and technology integration and define future state operations. Conduct organizational analysis and develop a post-integration scorecard.
  • Establish change management plan. Assess impacts of integration across the companies, develop training programs and ensure consistent communication throughout the integration.

 

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Oftentimes, by carving out and spinning off a business unit, an organization allows the market to correctly value the business via a transaction to streamline its corporate strategy for the remaining businesses.

We offer a comprehensive, tailored approach to ensure you have the proper tools and resources to align business objectives through divesting and successfully transition to focus on the core market offerings of the organization.

 

How Can CrossCountry Help?

We provide the following services to help with your divestiture and spin-off projects:

  • Conduct system and process assessment and design separation plan
  • Prepare SEC and other regulatory filings (i.e. carve-out financial statements)
  • Functional support in accounting, finance, IT, human capital management and treasury
  • Establish transition service agreement
  • Review and improve operations performance
  • Facilitate audit readiness
  • Conduct SOX/operational audits
  • Support or lead program management office
  • Create communication plan

 

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Case Studies

Leading Alternative Asset Investment Managers
Learn how we helped one of the world’s leading alternative asset investment managers with the post-acquisition integration of their recently acquired companies.
A Publicly Traded Conglomerate
Learn how we helped a publicly-traded conglomerate with a $6 billion spin-off of its industrial sciences business into a separate publicly-traded company.
One of the World’s Leading Alternative Asset Investment Managers
Learn how we assisted one of the world’s leading alternative asset investment managers with the completion of the S-1 SEC filing registration in preparation for an IPO.
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Meet Our Corporate Transactions Leadership Team

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KATI PENNEY

Partner

Corporate Transactions

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SUMMER IRELAND

Director

IPO Readiness

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JENNIFER GOODE

Director

Acquisition Integration

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SEAN SINCLAIR

Director

Spin-Off / Carve-Out

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