M&A Advisory
Professional Services Firm
Full Credential Description
A Private Equity client faced significant challenges in integrating multiple add-on acquisitions each year due to a lack of in-house capabilities and resources. The complexity of the integration process required a tailored approach to ensure alignment with the investment thesis while maintaining cost-effectiveness. 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 a customized integration playbook and communications strategy, which were then transferred to the platform management team for future use. In another instance, a buy-side client planning a carve-out lacked the necessary experience and resources to effectively manage the process, particularly in defining and negotiating transitional services agreements (TSAs). Global PMI Partners responded by establishing a Carve-out Management Office (CMO) staffed with experts who managed the entire carve-out process. This included overseeing data migration, ensuring Day One readiness, and facilitating communication, all while negotiating TSAs on behalf of the client. These tailored solutions not only addressed the immediate i
Measurable Results
Professional advisory services and strategic guidance delivered