Case Studies

Integration of Roll Up for PE-backed Professional Services Firm
Virtas Partners was engaged by a large PE-backed professional services firm to lead the integration of its roll up of an acquired tax services firm. Client Need Our PE-backed client needed support...

SEC Reporting for Consummated and Proposed Acquisitions by Public Company
Virtas Partners was engaged by a public company to prepare purchase price accounting documentation in accordance with ASC 805 for a consummated acquisition as well as to prepare related SEC filings...

Warehouse Design, Move, and Operational Improvement for PE-backed Industrial Manufacturer
Virtas Partners was engaged to design an approximately 100k sqft. warehouse space and then execute the movement of $36M of inventory. We then designed and implemented inventory controls and...

Supporting a Merger of Equals in the Apparel Consumer Products Industry
Virtas Partners was engaged by two mid-market apparel companies to help direct and manage the integration planning and execution process with focus on synergy realization and accelerated business...

Integration Support for Carve-Out Acquisition
A management consulting firm engaged Virtas Partners to assist with due diligence and integration of a carve-out acquisition of an energy software and consulting business. Client Need Our client, a...

Identifying SG&A Cost Optimizations to Support Transformation Agenda
Virtas Partners identified SG&A cost reduction opportunities for an electronic component manufacturer following a planned sale of a business segment Client Need A publicly traded, global,...

Stabilization and Optimization of Finance and Accounting Functions
Virtas Partners was engaged by a private equity firm to perform interim CFO duties for a fiber-optic network infrastructure company. Client Need Our Private Equity client needed an interim CFO to ...

Sell-side: Databook Preparation, Quality of Earnings (QofE) & Financial Due Diligence
Virtas Partners provided support on sell-side Quality of Earnings and financial due diligence for the prospective sale of a business unit as part of a large bankruptcy process. Client Need Our...

Back Office Optimization and Interim CFO Duties for PE Backed Platform Company
Virtas Partners was engaged by a private equity firm to perform a functional evaluation and assist with business combination accounting, build out of the accounting and finance department and...

Synergy Evaluation and Integration Planning for Merger of Two Direct Mailing Companies
Virtas Partners was engaged by a Direct Mailing company to help size up synergy potential from a looming merger and then support the merger-integration planning process. Client Need Our Private...