Post-Acquisition Integration & Carve-outs

Whether a company is in the process of post-acquisition integration or carving out a section of its business the last thing they need are missed steps and delays. Concluding the deal is just the end of the beginning. Now the process of maximizing the benefit of the deal begins and if not handled properly, can result in unforeseen issues, lowered ROI as well as potential business disruption.

At AC Lordi, we understand the complexities that surround post-acquisition integration and carve-outs. Post transaction transitions are often complex, existing management and staff may not have the experience or bandwidth to successfully take on the challenge. There may be a need for qualified interim management at some or all levels to monitor and drive progress toward achieving objectives and completing a successful transaction.

Some of the many ways our post-acquisition and carve-out specialists can help you include:

  • Audit preparedness and support
  • Closing balance sheets
  • Establishing critical KPIs and management dashboards
  • Forecasting and monitoring of compliance
  • Interim management to help ensure the success of the post-acquisition period
  • Internal controls and process integration
  • Net working capital adjustments
  • Opening balance sheet preparation
  • Purchase accounting
  • Standardize financial reporting and analytics

Our AC Lordi team of Post-Acquisition Integration and Carve-out team of professionals have successfully led multiple integrations and possess the ability to rapidly assess a situation, provide smooth integration into the organization and drive results.

Meet Our Experts

Chris Schnittker, CPA

Director, Office of the CFO

Chris is a former PwC manager with 25+ years of financial management, reporting and corporate governance experience, the past seventeen years of which were at the Chief Financial Officer level, with public and private companies in the biotechnology, medical device and pharmaceutical industries. He was a finalist for the Philadelphia Business Journal’s CFO of the Year Award in 2014, and was chosen as a financial expert panelist multiple times at NJ/PA Biotech Annual Meeting regarding a variety of topics, including capital raising, corporate governance, and budgeting and forecasting. Chris holds a B.A. in Business and Economics from Lafayette College.

Phone: 610-455-2096
Email: cschnittker@aclordi.com
LinkedIn Profile: https://www.linkedin.com/in/chrisschnittker

Frank D. Stumpo, CPA, MBA

Director, Office of the CFO

Frank has extensive experience identifying and implementing strategies that maximize revenues and improve operational efficiencies within start-ups, M&As and multi-billion dollar global organizations. Prior to joining AC Lordi, he ran his own consulting firm providing C-Level advisory services for entrepreneurial management teams and private equity backed early stage and middle market companies. He also served as Vice President and CFO for SDI, Inc., as well as CFO for several highly successful private equity-backed companies. Frank holds an M.B.A. in Finance from St. Joseph’s University and a B.A. in Business & Economics from the University of Pittsburgh.

Phone: 610-455-2082
Email: fstumpo@aclordi.com

Colleen Tofani, CPA, MS

Director, Accounting Services

Colleen has 30 years of experience including a Masters in Taxation from Drexel University. At AC Lordi, she provides Controller/CFO services to numerous early stage biotechnology companies and other start-up businesses. As a Financial Manager for Verizon, she oversaw management and financial reporting, investment performance, and budgeting and forecasting. She began her career at Arthur Andersen as a tax analyst. In addition to her Masters, Colleen has a B.S. in Accounting from the University of Scranton.

Phone: 610-738-0100 x175
Email: ctofani@aclordi.com