BUY AND BUILD

Client Situation:

Private Equity sponsored $4B+ leader in the Food and Beverage sector had acquired 13 companies over the prior 15 years. Differences in accounting and documentation made it extremely difficult to manage critical dates, terms and conditions of inherited equipment leases.

Engagement Objectives:

  • Integrate existing capex finance obligations into centralized, world-class lease management system providing critical information at their fingertips.
  • Co-develop policies and procedures to ensure C-Suite control over global equipment financing.

Engagement Objectives:

  • Gain control over future capex finance activities by limiting the number of employees that can execute capex finance instruments.
  • Assure each CFO, Controller, and Procurement head that Corporate would not bottleneck the leasing process.
  • Demonstrate that utilizing Optimus would execute better, faster, and more cost effectively than the previous program.

Client Results

  • Exclusive use of bank relationships and C-Suite control over all equipment finance activities.
  • Competitive fixed margin on all equipment finance instruments, regardless of size!
  • Virtual access to selected key metrics and KPIs.
  • Co-written custom equipment finance documents utilized with all future lease providers.
For more information please contact:
Todd Wyles
(443) 629-8871
twyles@optimusgroup.com
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