Case Studies
Strategic projects for the clients and growth
SAMA ADVISORY HELPS GROW A New York BASED HOME HEALTH PROVIDER TO GROW IN 2 NEW STATES THROUGH ACQUITIONS
Overview – A leading home health & hospice provider from NY is looking to expand in 2 new states through multiple acquisitions of small and medium agencies and grow revenue from $1 Million to $75 Million and patients from 65 to more than 8000.
Services Provided: End to End deal life cycle by
- Deal Sourcing - Working directly with agency owners and agents along with market research and walk-in. Researched more than 2000 + agencies and negotiated for selling or buy-outs
- Valuation and Diligence - Finance, Ops and technology
- Closing & Financial Lending - Support with banks and law-firms
- Integration Planning and Synergy Strategy – Post acquisition
- New-Company setup and Integration - 10+ agencies integration in both states
- Value creation and Synergy management – Consolidation strategy
- Operations and KPI management – Developing metrics to govern target state
Outcome delivered: Led 20+ acquisition for the client over 2 years in both states simultaneously
SAMA Advisory helps a PE portfolio manufacturing company for acquisition integration and develop target operating model for finance and operations with technology transformation
Overview – Mid size PE client acquired 3 small manufacturing companies in healthcare industry and wanted to develop a common finance and operations process to streamline P&L and reporting
Services Provided:
- Mapped finance and Operations process across 3 companies
- Developed target operating model for all process
- ERP fitment and analysis to support all process
- Product selection and technology roadmap
- ERP finance and operations negotiation with ERP vendors
- PMO for Implementation and go-live support
Outcome delivered: New process and ERP for finance and operations in less than 12 months and a common operating model across all 3 companies and P&L reporting
SAMA Advisory helps a PE portfolio company to develop an integration strategy for a newly acquired company and cost saving opportunities along with revenue synergies
Overview – A PE portfolio company acquired a similar industry company and wanted to develop a target operating model for HR, Finance, Supply chain, Sales and Marketing along with IT
Services Provided:
- Mapped current process and operating model for both the companies
- Mapped people and technology across both organization
- Developed Target Operating Model for combined organization
- Developed operations and technology roadmap
- Developed onetime and stand-alone cost
- Sign-off for new operating model with leadership
- Funding request and cost roadmap
- Synergy road map for cost and revenue
Outcome delivered: New operating model for a combined organization with target execution and synergy timelines
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