M&A Execution: Advisory, Project Management & Intermediary Services
Making the project more efficient and reducing your cost and risk
Who I Work With
Mid- and Small-Cap
Public Companies
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Needing a temporary internal resource with experience to manage critical M&A
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Looking for someone to guide its functional experts through the transaction process
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Wanting an internal liaison to outside legal and investment banking advisors so the internal team can continue to manage the business
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​PE Firms
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Looking for someone to manage a portfolio company transaction
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Seeking to supplement its bench for times when M&A activity exceeds internal capacity
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Wanting to get the most out of outside advisors, making sure they are focused on the most important issues and appropriately balancing risk and opportunity
Business Owners​ and
Family Businesses
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Looking to position a business for sale, assess readiness and help bridge gaps to get the best value
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Seeking to grow through an acquisition, but unsure of the process and impact on the company
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Needing an internal liaison to outside advisors so the internal team can continue to manage the business
What I Do
Advisory
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Gain a deep understanding of your objectives and make sure they are prioritized and communicated across the entire project
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Assess your internal team’s capabilities and corporate readiness
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Clarify roles and responsibilities, create a project management structure
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Help bridge gaps with internal or external team members and/or training before the project starts
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Project Management
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Manage your internal business and functional leads in connection with:
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Due diligence
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Contract negotiation and decision making
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Closing coordination
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Post-closing follow up
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Help you make timely, informed decisions based on your objectives and the business realities to create/ capture deal value
Intermediary Services
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Manage your external advisors, keeping the team on track, focused on your objectives and reducing your overall costs and risk
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Streamline communication and coordination between your internal team and your outside advisors
​What makes me different
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Over 20 years of experience with successful public companies leading transactions of all sizes, including acquisitions, divestitures, spin-offs, outsourcings, joint ventures and equity investments
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Key member of negotiating/decision making team, with ability to develop a strategy geared toward achieving the terms that drive value
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Worked across Fortune 500, mid-size, and start-up companies and understand that one size does not fit all situations
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Extensive experience working with all functional areas, including legal, human resources, finance, tax, intellectual property, real estate, environmental, supply chain, and communications
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Effective manager of outside advisors including legal and investment banking experts
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Managed transactions teams in over 50 countries across the Americas, Asia and Europe
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Able to represent your interests and be a part of your team, making sure you get the most out of your outside advisors and freeing up your internal resources to focus on what they do best