Diligence & Merger Integration
We provide objective operational, technology, human capital and financial diligence to support acquisitions, growth investments, and divestitures, ensuring clearer decisions and reduced transaction risk.
Practice Lead
30+ years of experience in operations, technology, and financial services. Expert in transaction diligence and post-merger integration with deep experience in PE-backed transactions. Previously experience with JPMorgan Chase, Greenwich Capital, RBS, Bridgewater, and McKinsey. University of Waterloo (UK) B.Eng, M.Eng.
Capabilities
- •Commercial & operational diligence
- •Technology assessment
- •Human capital evaluation
- •Merger integration planning
- •Post-acquisition value creation
Our Approach
We bring an operator's lens to transaction diligence, identifying risks and opportunities that pure financial analysis misses. Our integration planning ensures that deals have an intentional roadmap for value creation.
Sample Engagements
Managed the product, operational and systems integration of two regional banks to create an integrated entity with reduced operating expenses, a more robust product offering, and a diversified consumer, private banking, and commercial customer base.
Led integration planning and execution for the merger of two globally-recognized consumer technology companies, consolidating back office operations and technology platforms while retaining the brand equity and customer relationships across the full spectrum of products.
Conducted comprehensive customer and market diligence on a mental health services company to inform the investment thesis and valuation for an acquiring employee benefits provider.
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