Technology & Software Advisory UK & Global 2024

M&A Advisory

Professional Services Firm

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

Full Credential Description

The client faced significant challenges in managing the complexities of post-merger integration due to a lack of in-house capabilities and resources. Specifically, they struggled with planning and executing the integration strategy for a large-scale merger, which required a sophisticated approach to ensure value creation and effective management of the integration process. To address these issues, Global PMI Partners assigned an Integration Director to guide the management team in defining the integration strategy and optimizing the approach for value creation. Additionally, an Integration Manager was appointed to establish and lead an Integration Management Office (IMO) that oversaw the various workstreams involved in the integration project. For a private equity client looking to implement a roll-up strategy through multiple add-on acquisitions, the need for in-house integration capabilities was critical. 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 tea

Measurable Results

Professional advisory services and strategic guidance delivered