Transactions

Organizations are constantly evaluating their overall performance to determine how to align business strategy with market demands. Strategic transactions can help organizations accelerate their growth at a faster pace than relying on organic efforts.

CrossCountry has expertise in managing and implementing changes to financial reporting, operating models, financial processes, systems and controls to help your organization plan and execute the steps associated with a variety of transactional events.

We offer a comprehensive, tailored approach to ensure you have the proper tools and resources throughout the transaction life cycle. Our areas of focus include change planning and functional redesign, process improvement, systems rationalization, operational and audit readiness and post-transaction optimization of back-office functions.

Our solutions include:

As due diligence activities identify viable M&A opportunities, integration planning activities should begin to ensure that there is an efficient process to prepare for the deal closing and plan for the integration of the resulting entity.

CrossCountry Consulting will work with you to prepare for day one and beyond with our expertise in strategy, operations, technology and change management.

We provide the following services to help with your M&A project:

  • System and process gap assessment and integration
  • Prepare related SEC and other regulatory filings
  • Perform purchase price accounting
  • Integrate operational accounting processes and activities
  • Facilitate audit readiness
  • Conduct SOX/operational audits
  • Align legal entity accounting policies
  • Integrate multiple SOX/internal control environments
  • Support or lead program management office
  • Create communication plan
  • Perform system and process gap assessment and integration

Click here to learn how we helped one of the world’s leading alternative asset investment managers with the post-acquisition integration of their recently acquired companies.

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.

CrossCountry offers 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.

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, HCM 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

Click here to 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.

A well-prepared finance and accounting function enables you to embark on the rigors of being a public company. As a best practice, an organization should begin to act and operate like a public company at least one year before the IPO.

CrossCountry can help your company maximize success in the IPO journey. We can assess your company’s IPO-readiness and assist in evaluating and implementing the requirements for going public and reporting as a public company with our tailored solutions.

We provide the following services to help with your IPO activities:

  • 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

Click here to 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 IPO.

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