Case Studies
Integration Support for Transformative Add-on Acquisition
Virtas Partners was engaged by a PE-backed lower mid-market HVAC services company to assist with a rapid integration planning effort for a transformative add-on acquisition. Client Need Our private...
Buy-Side Quality of Earnings
Virtas Partners was engaged by a casino and gaming focused REIT client to perform diligence and assess performance of 4 casino properties. Client Need Our REIT client was evaluating the acquisition...
Accounting and Finance Support for PE–Backed Health Technology Company
Virtas Partners was engaged by a PE-backed health technology company to be interim Controller and provide technical accounting support. Client Need Our PE-backed health technology client engaged...
Finance/Accounting Support and Sell-Side support for PE-Owned SaaS / AI firm
Virtas Partners was engaged by a PE-owned SaaS / AI company to provide interim controllership support and support the sell-side due diligence for its lender - Blackrock. Client Need Our client, a...
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,...
