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Cross-Functional M&A Team and

Process Development

Helping you build a team to meet your future needs

 Who I Work With

Mid- and Small-Cap

Public Companies

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  • Looking to build or improve internal and external capabilities to manage ongoing M&A through:

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  • Training functional experts to support M&A

 

  • Assisting with recruiting in-house team members

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  • ​Establishing outside advisor relationships

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  • Developing tools and processes​​

 

​PE Firms

 

  • Seeking to enhance its M&A resources and improve its practices

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  • Wanting an assessment of its outside advisors or help developing relationships with and training new advisors

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  • Needing to align M&A resources, policies and practices across portfolio companies

Business Owners and

Family Businesses

 

  • Looking to implement an acquisition growth strategy but unsure of its needs

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  • Wanting an assessment of its outside advisors or help developing relationships with and training new advisors

People Walking

What I Do

Needs Assessment

Capabilities Assessment

Team Development

Tools Development

  • Interview business leaders to determine:

 

  • Size, frequency and scope of anticipated M&A activity

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  • ​Prior M&A experiences, results and desired improvements

  • Interview functional team members to assess experiences, skills and desire to support M&A

 

  • Identify gaps and training needs

  • Provide training on M&A project flow, key considerations, due diligence, negotiation issues and closing processes

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  • Work with management to fill gaps with new hires or external advisors to ensure the right team is ready for the next project

  • Develop tools and implement practices standardized to your needs, including:

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  • Term sheets

  • Due diligence checklists and reporting tools

  • Roles and responsibilities

  • Closing checklists

​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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  • 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, communications

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  • Experience developing cross-functional mergers and acquisitions teams and building world class transaction and integration processes and practices

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