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 challenges faced by their clients in the M&A sector. One significant issue was the lack of in-house integration capability and resources, particularly for a client managing a complex merger. To tackle this, Global PMI Partners assigned an Integration Director to collaborate with the management team in defining the integration strategy, which focused on value creation and cost-effective execution. 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 strategy to the platform management team, enabling them to manage future integrations independently. Furthermore, a buy-side client planning a carve-out faced challenges due to insufficient in-house

Measurable Results

Professional advisory services and strategic guidance delivered