Transaction Record

M&A and integration experience

Thirteen acquisitions across four operating platforms, from diligence through post-close integration — as the finance operator inside the acquiring company rather than the advisor alongside it.

13
Acquisitions
13
Finance integrations post-close
12
Operating leadership assignments
9
Deal execution roles
7
Diligence support engagements
Where the work sits Four stages
01

Diligence support

Quality of earnings and financial analysis before signing — what the numbers actually mean rather than what the model says.

02

Deal execution

Modelling, negotiation support and structuring through to signing.

03

Finance integration

Consolidation, close, systems and reporting — bringing an independent company onto the acquirer's rails.

04

Operating leadership

Post-close finance leadership at the acquired entity, through the period when the plan either holds or does not.

Platforms 2004 – 2023

Oracle and Sun Microsystems

9 transactions
  • Sun Microsystems
  • Nauticus Networks
  • Kealia
  • StorageTek
  • Cluster File Systems (Lustre)
  • MySQL
  • Acme Packet
  • Tekelec
  • MICROS Systems
2004 — 2014

Fiserv

1
  • Dovetail
2017

ToolsGroup

3
  • JustEnough
  • Onera
  • Evo Pricing
2021 — 2023

Why this matters

  • Extends Stratis Group beyond financings into M&A execution and integration support.
  • Brings operating-finance discipline to the work that determines whether post-close value is actually captured.
  • Helps sponsors and management teams absorb acquisitions without losing operating momentum.

All transactions listed are publicly announced. Deal terms, internal analysis and any non-public information relating to these companies are not disclosed here or elsewhere.

Stratis Group LLC

For sponsors running a buy-and-build, the finance integration on tuck-in number four is usually the constraint nobody staffed. If that is the problem in front of you, twenty minutes is generally enough to know whether it is worth a longer conversation.

jon@stratisgroupllc.com