Case study

Efficiently Selling & Integrating Companies

The Challenge:

Engagement Type: M&A, fractional CFO, Tech Strategy
Industry: Tech-enabled Services
Sector: Financial Modeling Software & Services

The Company had been at a critical stage of growth in a growing marketplace for financial modeling software to assist in predictive forecasting and valuations.

The Solution:

Morgan Hill operators were able to create a plan and execute on the following:

  • Understand and develop a strategy for sale
  • Implement systems to provide for efficient operational performance
  • Create an efficient and meaningful closing process which provided real time information for financial closing and forecasting resources
  • Align the organization for more efficient vertical go to market strategy.
  • Assist in the selling of the organization and create an efficient integration process after sale

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The Outcomes:
    The company was able to manage through a growth spurt from 50 to 128 consultants and from $10 million to $24 Million in revenue and sell to a major Public company for $30M.

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    About Morgan Hill
    MHP was founded on the principle that deep industry knowledge, pragmatic operating expertise, and a unique playbook produce superior results. We create strategies and deliver operational support, aligning with stakeholders to achieve objectives. Honed at hundreds of technology companies, our innovative, capital efficient Operators as a Service model is battle-tested and, quite simply, works.

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