News & Research: Client Successes

Case Study: M&A Integration and Energy Delivery Finance Organizations Development

ScottMadden helped two large energy delivery companies planning a merger with their combined organization development. ScottMadden helped the clients develop an organization aligned with a central corporate finance community while still supporting energy delivery functions dispersed in three states.

• The merging clients needed assistance with organization development in order to support internal customers in multiple locations and three states, while meeting staffing and synergy targets
  
• The merging organizations were vastly different in structure and makeup of employee skill sets
• The goal of the future organization was to improve financial discipline and control by better aligning and integrating its processes, such as budgeting and long-range planning, with those of corporate finance
• The energy delivery finance organization needed to align with a central corporate finance community

• Identified key functions and core processes for the future organization and inventoried and assessed differences in reports generated by the two organizations
• Developed multiple organization design options and helped the clients with selection process
• Developed a functional organization structure as well as a detailed organization, with required management layers and employee levels
• Developed job descriptions for the finance organization, transition plans for implementation phase, and detailed work plans for project execution

• Energy delivery finance organization development was completed in time to meet the overall merger integration schedule
• Designed an organization that aligned the energy delivery finance function with the corporate finance organization while providing a high level of support to the energy delivery function
• Delivered a fully staffed future-state organization, with a detailed transition map to achieve implementation goals
• Developed a series of transition projects that would enable the client to fully realize the integration schedule and synergy targets