Deal/Project Types: Tuck-ins/Bolt-ons, Private Equity Roll-ups, Divestitures, Carve-Outs, Standalones, JVs, Asset Deals, Stock Deals, Nested Acquisitions, Corp Development Initiatives, Synergy Driven Deals, Site Assessments, Risk Appraisal, Budget Development.

Industries: Financial Services, Investment Banking, Insurance, Healthcare, Pharmaceutical, Pharmacy, Employee Benefits, Manufacturing, Electronics. (more).

Pre-Close Activities: Due Diligence, Risk Analysis and Site Assessment (On-Prem & Remote). (Hardware & Servers, Data Back-Up, Security, Network & Telecom, Business Applications, Phone Systems, HCM, Financial Systems, physical environment).

Post-Close Integration: Program Management for all phases and aspects of post close Integration including business, systems, technology, HR, data, applications, and product integration.   

TSA & Legal: TSA Content Dev, Work closely with Corporate Legal, Outside Counsel, Business Operations and Corporate Deal Team.

Synergy Management: Discover & Analyze Synergies, Drive Synergy Program, Contract Impacts & opportunities. Experience in complex synergy-driven deals.

IMO / PMO / M&A Department: Charter & Lead M&A Center of Excellence; M&A Playbook Development; Corporate Development; AGILE Team Processes and Leadership.