National Vegetation Management Company

TRANSACTION ADVISORY CLIENT SUCCESS

CHALLENGE

This PE owned client performs tree and vegetation management services for these sectors: utility, industrial, government/DOT, commercial, and residential. The PE firm initially acquired two separate businesses with three locations and continued to grow by acquiring an additional seven companies, plus added a couple of company asset acquisitions along the way. The total number of sites, including the new corporate office is eighteen. They grew through acquisitions from a $40M business to over $200M in revenue.

SOLUTION

Our team performed the IT Due Diligence on five of the seven add-ons. We created the strategy and roadmap for establishing/migrating to CRM, ERP, Field Service Management (FSM) and Fleet Management, GPS Asset Tracking, Time and Attendance, Expense Reporting, Human Resource Management, and IT Managed Service and Security (MSP/MSSP) services providers.

RESULTS

We established contracts with an MSP/MSSP provider and provided oversight and guidance in establishing a common WAN with Next Generation Firewalls and deployment of security tools. We completed the consolidation of multiple email systems to a common O365 tenant. We managed the selection and negotiation of both the ERP system and ERP integration partner, inclusive of the FSM and Fleet Management modules. We oversaw the implementation and migration to a common HRM system. We leveraged our Talent Advisory service to place their IT Director.

Get Started

Leverage the power of data and technology to optimize, manage and automate operations, fuel digital growth and create memorable digital experiences to future-proof your business.

Contact Us