Financial Services Strategy Consulting UK & Global 2024

Strategy Consulting

Professional Services Firm

Industry: Financial Services
Location: UK & Global
Year: 2024

Full Credential Description

Global PMI Partners faced several niche challenges while assisting a private equity client with a new roll-up platform. The client lacked in-house capabilities to effectively integrate multiple add-on acquisitions each year, which was essential to align 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 strategy to the client’s management team, enabling them to manage future integrations independently. In another instance, a buy-side client planning a carve-out encountered difficulties due to insufficient internal resources and expertise to plan, define, and negotiate transitional services agreements (TSAs). 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, and integration, as well as negotiating TSAs on behalf of the client. This comprehensive support ensured that the client could navigate the

Measurable Results

Professional advisory services and strategic guidance delivered