Merger Integration Management Office Services
Two weeks after close, the integration is already drifting. The synergy model in the deal committee deck assumed 18 months to a clean cut over …
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How to Buy and Judge a Divestiture Technology Separation Consultant
When a portfolio company signs an LOI to sell a division, the technology separation becomes a schedule risk with a dollar cost attached. Every day …
Divestiture IT Consulting in Private Equity
When a carve-out signs, the technology work moves to the front of the risk register whether the deal team is ready or not. The seller’s …
How to Hire a Day One Readiness Consultant for a Carve-Out (and Judge the Work)
The signing is done, the TSA is drafted, and the operating partner now owns a countdown. On Day 1, the carved-out business has to invoice …
Carve-Out Technology Due Diligence
When a carve-out lands on your desk, the technology question is not academic. The asset you are buying runs on systems it does not own. …
CRM and ERP Integration Post Merger
The forecast that survived the deal model rarely survives the first two quarters after close. When two companies combine and their CRM and ERP systems …
How to Buy and Judge a 100 Day Integration Plan Consultant
The forecast in the model assumes a clean handoff. Day 1 arrives, the seller’s finance team goes quiet, the CRM still lives on the seller’s …
How to Judge a Marketing Operations Consultant in Private Equity
By the second board meeting, the marketing operations problem in a portfolio company usually shows up as a forecast that will not reconcile. Sales says …
Outsourced RevOps for a Portfolio Company: What to Decide and How to Judge It
You inherited a revenue engine that no one can explain. Pipeline is a spreadsheet, the forecast misses by a margin the CFO cannot defend to …
Transition Service Agreement Consulting
When a carve-out closes, the seller keeps running the buyer’s business for a while. Payroll, ERP instances, email, the data warehouse, order-to-cash, IT security, sometimes …