Mergers & Acquisitions

Beyond the numbers: Transforming M&A success through collaboration

Client

Fortune 50 multinational food, beverage, snack corporation

Industry

Consumer packaged goods

  • SEC Reporting and Compliance
  • Purchase Accounting
  • Risk and Controls Assessment
  • Data Migration
  • Cross-Functional Coordination and Stakeholder Alignment

The Challenge: More than just the deal

A Fortune 500 company was preparing for its first major acquisition in years, putting pressure on existing teams and processes in the face of significant change. The transaction also presented intricate financial and regulatory challenges, from purchase price allocation and global divestitures to system integrations and SEC reporting. While technical expertise was critical, the client needed more than just accountants: they needed driven leaders who could integrate seamlessly into their team, anticipate challenges, and provide clarity and results in a high-stakes, fast-moving environment.

The Solution: The power of partnership

Siegfried professionals aren’t just there to check the box – they work hand in hand with our clients to address their biggest priorities, acting as extensions of their teams. Our professionals quickly built trust with the client’s teams, created improved structure for financial processes, and fostered alignment among key stakeholders to ensure a smooth and efficient transaction.

Strategic and financial leadership

  • Crafted executive-ready insights, including a summary for the CEO on key accounting implications.
  • Led SEC reporting analysis and drafted sample disclosures to enhance financial transparency.
  • Managed purchase price allocation, divestiture accounting, and multi-entity journal entries.

Cross-functional coordination and relationship management

  • Partnered with Big 4 auditors, internal teams, and external buyers to ensure compliance and operational alignment.
  • Established daily touchpoints with the buyer, creating a collaborative, proactive approach to issue resolution.
  • Facilitated discussions across tax, HR, finance, IT, and audit teams to streamline execution.

Systems and process transformation

  • Defined the accounting vision for SAP and Hyperion Financial Management (HFM) integration, ensuring a seamless transition.
  • Strengthened internal controls by developing a risk and control matrix for financial processes.
  • Led last-minute system access and security testing, ensuring compliance before go-live.

The Impact: Long-term value

Our professionals’ ability to blend technical expertise with strategic insight and relationship-driven execution made a measurable impact:

  • Enabled seamless integration of financial data and reporting across multiple entities.
  • Accelerated decision-making by providing executive teams with clear, actionable insights.
  • Ensured regulatory compliance across divestitures and complex purchase accounting.
  • Created long-term value by enhancing internal processes, improving data integrity, and strengthening cross-functional collaboration.

What the client said

“The Siegfried team has demonstrated consistent flexibility on a very dynamic project. As the project evolved, they would quickly solve critical challenges with creative and collaborative solutions. They built relationships across our organization, delivering long-term value efficiently.”

“Siegfried has left our team in a great place. They spent a lot of time working through complex areas of working capital, controls documentation, and other key parts of the deal with clear, concise documentation. Their attention to detail was great and added a lot of value. There was very little time between deal announcements and the work that had to be executed, but the Siegfried professionals worked efficiently and effectively to get the answers they needed, managing the process and the deliverables very well while taking advantage of pre-deal meetings to get an understanding of what needed to be executed on.”

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