a trusted partner to help bring order to your m&a transaction

As a former President and CFO of a global company that was involved in multiple M&A conversations and transactions, I picked up many implementation tips and best practices. I can assist your organization by providing insight on best practices, particularly in talent management, and help you design and optimize your new organization for go-forward success.

Take the First Step

a trusted partner to help bring order to your m&a transaction

As a former President and CFO of a global company that was involved in multiple M&A conversations and transactions, I picked up many implementation tips and best practices. I can assist your organization by providing insight on best practices, particularly in talent management, and help you design and optimize your new organization for go-forward success.

M&A Assistance from "In the Weeds" Analysis to High Level Executive Insight

  • Independent Party

    You have studied the deal and know it inside-out, but have you missed anything? Having been on both sides of merger and acquisition deals, I can be a trusted sounding board and second set of eyes and provide an independent assessment.

  • Escheat Liability

    The topic of escheat liability is usually not top of mind in M&A deals. I can help you identify and work through potential liabilities and determine if any government agencies hold funds for your company.

  • Organizational Design

    The design of your future organization is one of the critical aspects in positioning it for success. We can work together using data and tools backed with science to design your new organization for success.

  • Intra-company relationships

    Does your acquisition target have subsidiaries? If so, what business transactions exist between the subsidiaries? Having a solid understanding of the subsidiary relationships can avoid any potential impact of eliminations and effects on the overall valuation.

  • Communication Plan

    You need a solid and fluid communication plan that addresses the various needs of your broad community of stakeholders. I can help you identify and think through stakeholder needs and key messaging.

  • Workplace Culture

    It is essential to factor in the existing operating model(s) and workplace culture(s) into the implementation plan. Doing so helps to improve the likelihood of a successful M&A implementation.

Find Out More

Get In touch

Linkedin
Scroll to Top