Technology & Software Advisory UK & Global 2024

M&A Advisory

Professional Services Firm

Industry: Technology & Software
Location: UK & Global
Year: 2024

Full Credential Description

Global PMI Partners addressed several niche issues faced by their clients in the context of mergers and acquisitions. One significant challenge was the lack of in-house integration capability and resources for a client managing a complex merger. To tackle this, Global PMI Partners assigned an Integration Director to collaborate with management in defining the integration strategy, which focused on driving value creation through an optimal and cost-effective approach. Additionally, an Integration Manager was appointed to establish and lead an Integration Management Office (IMO) to oversee the various workstreams involved in the integration project. Another client, a Private Equity firm, required hands-on resources for initial add-on acquisitions as part of a new roll-up platform. Global PMI Partners responded by deploying a specialized team of consultants who successfully executed the first add-on acquisition. They also facilitated knowledge transfer by providing a customized integration playbook and communications playbook to the platform management team, enabling them to manage future integrations independently. For a buy-side client planning a carve-out, the absence of in-house c

Measurable Results

Professional advisory services and strategic guidance delivered