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ERP Case Study - Private Equity Firm

Case Study:

A private equity firm purchased two family-run companies to form a platform. As part of the roll-up they needed to transform their operations to a single enterprise platform that included migrating from legacy systems to a single new platform, consolidating and centralizing some back-office operations, and managing the integrations with new payroll and third-party management systems.




Private Equity Owned Multi-Entity Platform


Service Provided:

Vendor selection, ERP project management, design assistance, change management


How We Help

Citrin Cooperman serves as the lead technology and operations advisor for the client’s full transformation including enterprise systems, process changes, and organization.




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