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
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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
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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
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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
What I Do
Needs Assessment
Capabilities Assessment
Team Development
Tools Development
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Interview business leaders to determine:
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Size, frequency and scope of anticipated M&A activity
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Prior M&A experiences, results and desired improvements
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Interview functional team members to assess experiences, skills and desire to support M&A
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Identify gaps and training needs
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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
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Develop tools and implement practices standardized to your needs, including:
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Term sheets
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Due diligence checklists and reporting tools
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Roles and responsibilities
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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