Our Approach

We begin every project by applying the following processes to ensure Day 1 Readiness

  1. Assessment & Planning

    Conducting comprehensive current-state assessments, identifying integration or separation requirements, mapping dependencies, and developing detailed project plans with clear milestones and success criteria.

  2. Governance & Structure

    Establishing Integration Management Offices (IMOs) or Separation Management Offices (SMOs) with defined governance models, steering committees, workstream structures, and decision-making frameworks.

  3. Execution & Orchestration

    Managing day-to-day integration or separation activities, coordinating across workstreams, facilitating decision-making, tracking progress against plan, and proactively addressing risks and issues as they emerge.

  4. Change Management & Adoption

    Developing communication strategies, stakeholder engagement plans, training programs, and adoption metrics to ensure organizational readiness and minimize disruption during transition periods.

  5. Value Realization & Sustainment

    Tracking synergy capture, monitoring integration KPIs, ensuring benefit realization, and establishing sustainable operating models that deliver long-term value beyond the integration period.

Below are a few examples of M&A, Divestments and Reverse Carve-Outs that we have successfully managed.

  • Challenge: Marketing and sales strategy for their biometrics solutions across the globe.

    Solution: Served as their Fractional CMO to provide leadership to their marketing team.

    • Created their GTM plans

    • Built their social media strategy

    • Trained their sales teams

    • Advised sales on using CRM system more effectively

    • Conducted market analysis on new product offering

    Results:

    • Improved social media campaign results

    • Built out global partner program

  • Challenge: Private Equity firm with technology assets all marketed independently and zero partner programs.

    Solution:

    • Built out channels programs

    • Created GTM program for PE firm consolidation of services and market positioning

    • Market analysis on SaaS Sales Enablement solutions

  • Challenge: Private Equity firm with holding of 10 + healthcare electronic health records (EHR) specializing in dental, orthodontics, optometry, chiropractic, PT, and medical spas. Consolidation of platforms based on best-in-class.

    Solution:

    • Conducted market analysis on EHR platforms

    • Managed technical team for platform assessment

  • Challenge: Private Equity firm with holdings in home services with multiple holdings in pest control businesses in the same market. Wanted to determine if they should consolidate brands or keep separate.

    Solution:

    • Market analysis on pest control services in targeted market.

    • Performed audience research.

    • Created GTM strategy for brand consolidation.

  • Challenge: A Swedish based mining tools company divesting of it’s oil and gas business.

    Solution:

    • Reverse carve out of all IT systems

    • Communications planning

    • Resource Planning

    • Support Services planning

  • Challenge: Post Deep Water Horizon accident, BP divested of the Natural Gas Liquids (NGL) business to build up their legal war chest.

    Solution:

    • Planning for reverse carveout and divestment

    • Resource allocation and planning