Case studies

We actively engage with our portfolio companies to support them in the execution of key initiatives. Below are a few areas we have specifically been able to drive value for our portfolio

M & A

Post Merger Integration

"Serent has helped us crystalize both our organic and inorganic growth strategies. The growth team has been instrumental in translating that strategy into a working plan. Together, we have the clarity and collaboration to realize our market dominance in a highly competitive and time sensitive market."

Teresa Creech, CEO talentwave

SERENT INVESTMENT TEAM

Description

TalentWave is the result of the combination of two similarly-size business, ICon Professional Services and Synergy Services. Migrating all users to one platform and developing a single go-to-market strategy represented the biggest post-merger value opportunities

Actions

  • Serent guided the tech migration process with the help of a third-party consulting group
  • Serent worked closely with the sales team create processes that worked for the larger organization and developed a singular value proposition 

Outcomes

Users have consolidated to a single platform and business on track to meet post-merger revenue and cost savings synergies.