With 30 years management experience with businesses up to $ 500M in annual revenue and nearly 15 completed M&A transactions, we bring an Operator's view to assessing potential transactions.  Very recently, for a > $50B AUM PE firm, we completed a multi-month project tosupport the review, due diligence and ultimate valuation of multiple targets ranging in size from $110M down to $ 8M.

Value Creation Plans are optimized when a solid business successfully builds a scalable platform.   This requires the business to be aspirational with the "art of the possible" while focusing on ways to enable access to data, shorten the close , move paper to data points for analysis and trending.  Projects have included both resurrecting an Oracle implementation (couldn't restart because it was in use) and new ERP / Cloud / API / Tableau buildouts.  In one project, we cut the close from 15 days to 6 days and had 4 hour real time data updates.

While expanding the platform company with 2 add-ons, a PE sponsor wanted a 2 yr BD strategy to ensure the VCP would be met.

 After interview key stakeholders, built specific large account sales strategy, BD org structure, 24 month new business financial model and a compensation plan for both the leader and BD Directors.

So much value is created or destroyed post M&A close.   A recent successful project was to:

-  establish key strategic decisions (integrate to a single company "everything" or keep the branches with local brands and use a Shared Services model for all support functions. 

- Assess and determine if a current solution at one of the companies could scale or a new system was needed for ERP, Payroll (HRIS), Field Payments, Project Management, Revenue CRM, 

- with platform decisions made,  interview widely, build consensus for Integration Action Plan and build plan to effectively and efficiently  integrate against Day 1, Day 30, Day 90 Plan.

- establish project governance & communication

For a medium sized PE firm, a recent supported review and development of the  Investment Thesis, Business Case development and proposed Value Creation Plan (VCP) of entering a Business Services space  through a targeted search for platform company.

Key Industries include:

Municipal Utility Services 

Wireline and Wireless Telecom

FTTH / FTTX ISP 

(experience with B2B and B2C client bases up to 125,000 monthly billed clients)

Professional Engineering Services

These project usually require some augmented HC to support the urgent completion of the project.   So, we can serve various roles - from Project or Program Manager of the project to acting C level leaders of the business or key functions such as Operations, IT, Sales and HR.