HomeCapabilities & ExpertiseClient Impact StoriesPartnering with a PE Firm and Management of their Portfolio Company

Partnering with a PE Firm and Management of their Portfolio Company to Identify the Springboard for Growth

Client Background & Challenges

A private equity firm acquired a mid-market, global supplier of industrial fluids and chemical management services knowing it would serve as an excellent platform for growth. SSA & Company (SSA) partnered with the PE firm and management of the portfolio company to guide them through their first growth initiative: the acquisition of another mid-market, global manufacturer of specialty fluids for the metal working industry. SSA’s three-year partnership with PE firm and Management Team resulted in a successfully executed roll-up strategy for the specialty chemical platform business.

Approach & Analysis

Initially, a team of consultants were involved in designing and implementing the commercial and operational improvement program for the platform business, focused on asset optimization, SG&A optimization, and supply chain consolidation.

Upon first acquisition, SSA performed target assessment and Operational Due Diligence, Integration Planning and PMI, and supported their lender presentation. SSA worked hand in hand with the merging companies planning all aspects of the integration, including preparation for a seamless Day One.

Results & Value to Client

SSA’s engagement with the PE firm yielded valuable results:

  • EBITDA benefits of $26-$34M and $35M in a one-time cash release.
  • Captured $25-$33M in synergies between merging companies.
  • Achieved budgeted EBITDA despite 30% reduction in volumes.
  • SG&A reduction of 20%+.
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