Mergers and Acquisitions (M&A)/Post-Merger Implementation (PMI)

Execution leadership for divestitures, IT carve-outs, joint ventures, M&As and spinoffs.

Realizing value from M&As, divestitures, joint ventures and post-merger integration requires making the right strategic decisions and proactively managing the business portfolio over time. There a shortage of perspective on how to do this well. Historically, 30% of financial strategy implementations have resulted in failure.

More than half of all M&A transactions and post-merger integrations end up destroying value.

Whether a result of poor strategic fit, cultural conflicts, insufficient due diligence or thwarted execution, the remarkable truth here is that these statistics are from normal healthy economic conditions.

Today, the conditions for business are not normal.

World GDP is shrinking and bedrock trade conventions are buckling and the strains of global reconfiguration under intense inflationary pressures.

Historically, such economic climate portends fewer M&As. So, divestitures, JVCs and Spinoffs by contrast should see a resurgence as investors leverage synergies to offset cross-functional and cross-jurisdictional innovation risk.

Our teams compliment the leading financial and legal advisors heading mergers and acquisitions in post-merger integration. Our focus is on the enterprise data, IT and operational aspects of the businesses.

We provide the same strategic decision support in executing divestitures, joint ventures and spinoffs.

Our goal is to help you prevent alignment debt that could undermine integration and separation activities later, killing deadlines and inflating costs and reputation risk unexpectedly.

Case Study: Post-merger Lead-to-cash (LTC) Transformation

We coordinated the efforts of sales, finance, engineering, operations and support teams across the enterprise to rationalize legacy systems from several companies with the acquirer’s world-class processes built on SAP.

Facilitated the replacement of legacy tools and the automation of processes between systems and teams focused squarely on revenue collection. We delivered three master data hubs (parties, SKUs and entitlements) that simplified data sharing between teams - from sales, through ordering, fulfillment, utilization, user support and billing.

Advisory Services

Culture Coaching and Mentoring

We help you design work to be “learningful” so people have a stake in making it better.

Fractional (interim or part-time) CxO

An experienced, multi-faceted professional who provides temporary leadership for your team while you grow your business.

Management Consulting

Integration Management Office (IMO)

Leadership to stakeholders who are going through mergers and acquisitions as they converge their interests.

Operations Design

A depiction of how the organization will manage its growth in service of its strategy.

Value Chain Optimization

An end to end lead-to-cash journey, mapped stage by stage, for your customer life cycle

Operations as a Service

Legacy System Data Synch

We provide a reasonable approach to synchronizing  legacy systems until their end of life and and retirement.

Feedback from past and present collaborators

"David is one of the most collaborative individuals it has been my pleasure to work with in 25 years. No ego just team work. He is hard working as well as having the ability to work smart. In addition, I've seen how he manages staff both directly as well as those matrixed and he does quite effectively. I look forward to working with David some time in the future."
"While Dave warrants and enjoys asking/answering strategic questions, he is ready and willing to move beyond the theory and strategy - all the way down to doing the necessary tasks to bring home a deliverable. This twofold 'strategic thinker and tactical execution' can be summarized as ‘Dave is the guy that makes it happen.’ I am glad that we were able to work together, and I'd gladly work with Dave again."