Success Story Spotlight: M&A Integration PMO

A top-tier private equity sponsor identified and acquired three targets within the healthcare radiology space, closing all deals within four months to form a $400M platform company. This strategic roll-up required robust development of back-office and corporate support functions, including appointing an integration PMO leader.

The integration process faced several challenges:

  • Establishing shared services for Finance, HR, Legal, Compliance, Billing, and IT.
  • Identifying and implementing best practices across over 50 outpatient centers.
  • Addressing excessive and ineffective marketing expenditures.

Beckway played a pivotal role as the integration leader for the PE platform company, driving the following initiatives:

  • Developed a comprehensive integration process for each functional work stream.
  • Mapped out detailed work plans and integration priorities in collaboration with work stream leaders.
  • Created an executive dashboard to monitor financial, operational, and performance metrics.
  • Identified $6M in synergies through efficient back-office operations.

The integration successfully facilitated the consolidation of three healthcare service providers into a cohesive $400M platform. Key outcomes included:

  • Alignment of functional leaders to streamline integration priorities.
  • Significant cost savings and operational efficiencies from shared services.
  • Effective tracking and reporting tools to ensure ongoing performance management.

This case underscores Beckway’s expertise in executing complex integrations, delivering substantial value and operational improvements for private equity portfolio companies. For more details, view the full case study HERE, and contact our PMO Practice Lead, Chuck Shifferd.