CASE STUDY 06

Managing Operational Continuity Through an Ownership Transition

M&A Transition & Project Management | FDA-Regulated Consumer Products

Cross-functional business handoff | Regulated manufacturing transfer coordinated | Critical operating knowledge preserved

The Challenge

Following the asset sale of a consumer-products business, the new owner needed to assume responsibility for an operation spanning manufacturing, regulatory, supply chain, purchasing, inventory, warehousing, sales, marketing, e-commerce, finance and IT.

With the former organization winding down, there was a limited window to transfer years of operating knowledge and ensure critical information wasn't lost.

What We Found

Much of that knowledge wasn't contained in a single system or procedure. It was spread across employees, suppliers, CMOs, systems and records.

FDA-regulated manufacturing added complexity because the buyer also intended to transition certain products from external CMOs into its own manufacturing operation.

The entire transition needed to be managed as one cross-functional project rather than a series of independent handoffs.

What We Did

I coordinated the operational handoff between the former business and the acquiring organization, identifying what needed to transfer, assigning ownership, establishing priorities and deadlines, tracking open items and resolving gaps.

For regulated manufacturing, I worked with four key manufacturing partners and the buyer's internal teams to coordinate the transfer of available formulas, specifications, protocols, validation records and other operating information, involving the appropriate quality, regulatory and technical specialists where their expertise was required.

At the same time, I coordinated the transfer of operating knowledge and responsibilities across the broader business.

The Result

The acquiring organization received the operating knowledge, documentation and supplier information needed to assume responsibility for the business and begin integrating it into its own operation.

Critical institutional knowledge was preserved, regulated manufacturing information was transferred, and what could have become a fragmented handoff was managed as a coordinated business and operational transition.