Case Studies2022-01-18T21:01:13+00:00

Case Studies

Acquisition Integration – Business and Systems Integration

2017-02-08T23:41:19+00:00

To further diversify its vast real estate portfolio, this CTS Impact client expanded into a new segment; hotels, via acquisition of 3 major portfolios within an 8-month period.  With acquired hotel assets of over $2.5 billion, this client needed specific hotel accounting experience to manage this back office integration and standardization.

IPO-Readiness, Financial System Implementation, and Internal Audit

2017-02-08T23:41:19+00:00

In the midst of unprecedented company growth, this global technology and social networking company’s reporting needs expanded in both complexity and volume. With multi-national operations in over 40 countries worldwide, a standardized and automated reporting tool was mission-critical to produce GAAP-basis consolidated financial statements.

Acquisition Integration

2017-02-08T23:41:19+00:00

Background: This publicly-held international pharmaceutical company was experiencing very rapid growth through multiple significant acquisitions. Each acquisition maintained their accounting records on different financial system platforms, so the client needed to migrate these disparate systems to a standard platform (SAP).

Due Diligence – Acquisitions

2017-02-08T23:41:19+00:00

Background: In order to expand into new lines of business, this CTS Impact client pursued several acquisition opportunities across the U.S. Due to the entrepreneurial nature of these targeted operations, due diligence was necessary to determine an appropriate valuation, as well as to ascertain corporate fit and integration readiness.

Sale – Foreign Ownership – Integration

2017-02-08T23:41:19+00:00

Background: With the announcement of its sale to a large, Europe-based public utility company, this CTS Impact client needed enhanced reporting and analysis to support its new ownership. Also, re-engineering of business processes was required to align with its new corporate parent standards.

Merger Integration and Process Standardization

2017-02-08T23:41:19+00:00

Background: With the merger of 3 operating companies located across the U.S., this CTS Impact client needed to design and develop a standard back-office platform — business processes, policies & procedures, and systems, to support its integrated operations.  In addition, the back-office was being centralized to a new headquarters location.

Strategic Transaction Analysis – Potential Sale

2017-02-08T23:41:19+00:00

Background: Based on the success of its products, this CTS Impact client explored various strategic transactions, including a potential sale.  As a part of these efforts, the client needed to understand and analyze the financial impact of these potential transactions, in order to make the best decision for the organization.

Interim Tax Manager

2017-02-08T23:41:20+00:00

Background: Due to the sudden departure of the head of its Tax department, CTS Impact provided an Interim Tax Manager with a blend of tax compliance and GAAP-basis reporting experience.

Interim IT Project Manager – Report Design

2017-02-08T23:41:20+00:00

Background: In order to automate financial reporting processes until a new long term solution was fully implemented, CTS Impact performed the following: -Created Access database to support management reporting requirements -Developed macros, filters, VLOOKUPS and other spreadsheet management tools -Perform system testing in support of system upgrades -Issue identification and resolution -Developed data warehouse plan (Microsoft Analysis Server)

Interim Senior Financial Analyst – Planning & Forecasting

2017-02-08T23:41:20+00:00

Background: As a private equity-backed operation, the planning process needed to be enhanced.  CTS Impact worked closely with finance, operations, IT and human resources to develop and support these planning activities: -Budget preparation and analysis -Pro forma & sensitivity analysis to support private equity investors information requests -Bank reporting -Cash flows forecasting