Success story · November 2025
Strategic advice on integration and synergies in a Tier 1 automotive acquisition
A two-month project to design the synergy plan and the post-acquisition strategic roadmap for a private equity fund.
Client and Sector: Our client, a leading private equity fund specialising in M&A transactions, was in the final stages of acquiring a Tier 1 company in the automotive supply industry, based in northern Spain. This transaction was in addition to an existing stake in another company in the same sector, with the aim of creating an industry leader.
The Situation / Need (The Pain): The organisation faced a critical challenge: the need for an immediate executive analysis to validate and design a plan for integration and synergies between the two companies. They required external leadership with proven experience in industrial M&A (Accountability), capable of assessing the true potential of the transaction and providing reliable information to support the fund’s decision-making.
The EPUNTO Approach and Solution (The Methodology): Within less than two weeks, EPUNTO deployed a Senior Advisor from our pool of executive talent to take charge of strategic advice on the Post-Merger Integration (PMI).
Over the course of two intense months, the executive worked closely with the teams at both companies with clear objectives: to analyse and assess the situation from all angles (operations, finance, sales and procurement) and to design a plan to realise synergies and efficiencies.
Under the supervision and mentorship of Patricio Gil Olmedo, a Partner at EPUNTO, the project focused on identifying the complementary strengths of both organisations, proposing strategic actions for the future, assessing the management team for the new scenario and ensuring the financial optimisation of the operation.
Frequently asked questions
What was the main challenge in this project?
The challenge was to devise a strategic plan for post-acquisition synergies and efficiencies in a complex environment, with no time for a learning curve. A ‘plug-and-play’ executive was needed to provide an objective perspective and immediate solutions to the private equity fund.
Why was a Senior Advisor (Interim) chosen rather than a traditional consultancy firm?
Speed, objectivity and executive expertise were crucial. The client did not need a theoretical report, but rather an actionable plan based on real-world experience. They needed a senior executive – one who was overqualified for the role – who could guarantee an in-depth analysis and recommendations, with accountability, within a short timeframe (2 months).
What was the most significant impact?
In a record time of two months, our Senior Advisor delivered a comprehensive roadmap for the integration. The key achievement was to identify and assess the strategic, operational and financial synergies, and to evaluate the management structure of both companies, providing the fund with the reliable and relevant information required for post-closing decision-making.
How did EPUNTO ensure the transfer of knowledge at the end of the mission?
Our methodology is based on delivering tangible results. The Senior Advisor provided the private equity fund and the management teams with a detailed action plan for integration and the realisation of synergies. The aim was not to remain in place, but to design the strategy for the future and the roadmap for its implementation.
What unique feature did EPUNTO bring to this solution?
Speed of onboarding (less than two weeks) and precision in the selection of the executive. We provided a Senior Advisor with proven experience in industrial M&A and private equity environments, who not only possessed the technical expertise but also the soft skills to align with the fund’s stakeholders and the teams at the acquired companies.
