M&A Services
We tailor our M&A services to the unique needs of middle-market private equity (PE) firms and their portfolio companies, helping them navigate the complexities of mergers, acquisitions, and divestitures.
Operational Due Diligence
Add-on Integration Assessment
Synergy Assessment
Buy-and-Build Playbook
Integration Planning and Execution
Value-Creation Planning and Execution
Operating Model Assessment
Divestiture Planning and Execution
Reporting Package
Case Studies
Technology: Combination of Two SaaS Businesses
Synergy assessment and Integration Management Office (IMO) leadership with opportunity for 40% EBITDA improvement.
Financial Services: Carve-out and Integration
Assessment of a divestiture and integration with $15M in synergies.
TMT: Integration of Telco Managed Services Businesses
IMO leadership of integration planning, execution, and the development of future-state operating models, including the delivery of over $40M in synergies.
Industrial: Integration of Manufacturing Businesses
IMO leadership to develop post-close integration and $10M in synergy plans.
Technology: Integration of Software Businesses
IMO leadership on day one and post-close integration plans and synergy tracking of over $10M.
Telco: Merger Integration of Satellite Businesses
IMO leadership for integration planning, synergy plan development and execution of plans, including $15M+ in synergies.
