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, particularly focusing on the lack of in-house capabilities and resources for integration and carve-out processes. One specific case involved a private equity client who needed to establish a roll-up platform for add-on acquisitions. The client lacked the internal expertise to manage these integrations effectively. To resolve this, Global PMI Partners assigned a team of roll-up specialists who executed the first add-on acquisition and subsequently transferred knowledge through a customized integration playbook. This approach not only equipped the client with the necessary tools for future integrations but also ensured that they could manage subsequent acquisitions independently. In another instance, a buy-side client planning a carve-out faced significant challenges due to insufficient in-house capabilities to negotiate transitional services agreements and manage the integration process. Global PMI Partners responded by deploying a team of carve-out specialists who established a Carve-out Management Office (CMO). This team oversaw the entire carve-out process, including data migration, D

Measurable Results

Professional advisory services and strategic guidance delivered