M&A Advisory
AlixPartners
Full Credential Description
Global PMI Partners faced several niche challenges while assisting a Private Equity client with a new roll-up platform. The client required in-house capabilities to integrate multiple add-on acquisitions annually, adhering to a cost-effective strategy aligned with their investment thesis. To address this, Global PMI Partners assigned a specialized team of roll-up consultants who successfully executed the first add-on acquisition. They also developed and transferred a customized integration playbook and communications playbook to the platform management team, enabling them to manage future integrations independently.
In another instance, a buy-side client planning a carve-out lacked the necessary in-house expertise to plan, define, and negotiate transitional services agreements (TSAs) for effective integration management. Global PMI Partners responded by establishing a Carve-out Management Office (CMO) staffed with carve-out specialists. This team managed the entire process of the buy-side carve-out, which included data migration, Day One readiness, integration communication, and the negotiation of TSAs on behalf of the client.
These tailored solutions not only filled the gaps in the client's capabilities but also ensured a structured approach to integration and carve-out processes, ultimately leading to smoother transitions and enhanced operational efficiency.