Planned Exit, Unprepared Team
A private equity-led pharmaceutical company was facing a sale after five years of successful value creation. The market environment and valuations were ideal, but the young finance team lacked exit experience. At the same time, critical projects such as an ERP implementation were still underway.
Excessive Workload is derailing the Exit Process
The sale proved difficult: A lack of exit experience, a parallel ongoing ERP implementation, and ongoing process optimizations put a strain on the young team. Furthermore, it was critical for the exit process to be carried out discreetly so as not to disrupt daily operations.
Structure, Data Room, and Relief. Enabling a Controlled and Confident Transition.
The interim manager developed a clear exit strategy entailing a detailed data analysis and a target concept preparing the company for sale. A virtual data room with an archiving system enabled quick responses for bidders, while central coordination of this relieved the need for additional managerial oversight.
Evolving from Disordered Data to a Structured Bidder Approach
Through targeted process structuring, exit preparation was achieved in record time. A virtual data room was centrally set up with all relevant contracts and financial data, an exit team coordinated communication with consultants, and Q&A sessions ensured quick answers to bidder questions – without disrupting daily operations.
