Case Studies
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...
Finance Transition for Carve Out Platform Acquisition
Virtas Partners was engaged by a private equity firm to assist with the stand-up of the finance organization for a platform acquisition that had been a corporate carve-out. Client Background The...
Carve-Out support for Public Company Divestiture
A $1.6 billion publicly listed solar technology company engaged Virtas Partners for assistance as it prepared for the divestiture of a non-core division. The company needed Virtas to prepare...
IPO Readiness for PE Portfolio Company
Virtas Partners was engaged by a private equity-owned infrastructure services company to assist with preparation for an IPO, including restatement of historical financial statements, preparation of...
Accounting Restatement, Interim CFO & Audit Preparation
Virtas Partners was engaged by a Private Equity-backed luxury fashion label to investigate historical accounting irregularities, transition the current CFO out of the company and prepare for the...
Acquisition Due Diligence & Finance Improvement for Food Packaging Company
Virtas Partners was engaged by a Private Equity firm to re-state historical financial information and analyze performance improvement opportunities at a $200M acquisition target. Client Background...
Quality of Earnings & Finance Transition for Logistics Brokerage
Virtas Partners was engaged by a Private Equity firm to support with evaluating a potential acquisition by performing a quality of earnings ("QoE") analysis and transition the finance function after...
Accounting Restatement & Process Improvement for Private Equity
Virtas Partners was engaged by a Private Equity firm to investigate irregularity in balance sheet accounts related Payroll & Benefits at one if its portfolio companies. Client Background Our...
Integration Management for Global Office of a Diversified Industrials Fortune 200 Company
Virtas Partners was engaged by a global manufacturing and distribution company focused on building controls and automation solutions (market cap over $30 billion) to stand up and lead its...
Performance Improvement / Capital Structure & Placement Drives Significant Growth in EBITDA
A wire and cable supplier engaged Virtas as financial advisor to improve the performance of the company, to drive EBITDA growth, to structure a credit facility in alignment with the business plan,...
