M&A Integration Services Success Story

Private IT Services Company

A PE-backed IT Services company going through extensive acquisition and integration used Jefferson Wells expertise to develop an ERP implementation and integration roadmap.

Two men stand in front of flipchart

Business Issue

This PE backed company is in high growth mode with over 15 acquisitions in a year period.  The organization integrated some of the processes fairly immediately and left some to be migrated after a new ERP system was implemented.  Our client needed assistance with documentation of processes, evaluation of current state processes migrating to an interim system and future state process flow.  They also needed to reconstruct cash transactions to ensure  accuracy and proper accounting.


Jefferson Wells team through interviews and observations, documented the current processes, and developed system requirements for a future integrated solution.  We also developed integration points with current processes and systems as an interim solution.  The team was asked as a follow on to this work to evaluate the cash transaction accounting, and make recommendations for any cost recovery opportunities.


Our solution developed a go forward roadmap for current state integration and future state documentation for a new ERP system.  In addition the team was able to recover cost of $125,000 in savings that was inaccurately applied during the transaction.