Situation

Our client was an up-and-coming high tech company facing a potential merger with a USA based company.

Challenges

The main challenges we faced on this project included:

  • Assessing the positive and negative impacts of the merger
  • Providing guidance to a small and new company

Actions

To address these challenges, our consultants:

  • Ensured that due diligence was taken in assessing the potential impacts and viability of the proposed merger
  • Provided coaching to the management to ensure that all the necessary steps were taken to make educated decisions
  • Supplied the management with experienced guidance regarding the merger

Results

At the conclusion of the project all the key success factors had been achieved, and the client was highly satisfied with the project deliverables and the value added by Schroeder & Schroeder Inc. Our actions resulted in:

  • A successful merger
  • Increased resource availability and growth for the Canadian side of the client’s operation