Business Integration

PMI execution leadership for divestitures, IT carve-outs, joint ventures, mergers, acquisitions and spinoffs.

Realizing value from M&As, divestitures, joint ventures and post-merger integration requires making the right strategic decisions and proactively managing the business portfolio over time. There a shortage of perspective on how to do this well. Historically, 30% of financial strategy implementations have resulted in failure.

More than half of all M&A transactions and post-merger integrations end up destroying value.

Whether a result of poor strategic fit, cultural conflicts, insufficient due diligence or thwarted execution, the remarkable truth here is that these statistics are from normal healthy economic conditions.

Today, the conditions for business are not normal.

World GDP is shrinking and bedrock trade conventions are buckling and the strains of global reconfiguration under intense inflationary pressures.

Historically, such economic climate portends fewer M&As. So, divestitures, JVCs and Spinoffs by contrast should see a resurgence as investors leverage synergies to offset cross-functional and cross-jurisdictional innovation risk.

Our teams compliment the leading financial and legal advisors heading mergers and acquisitions in post-merger integration. Our focus is on the enterprise data, IT and operational aspects of the businesses.

We provide the same strategic decision support in executing divestitures, joint ventures and spinoffs.

Our goal is to help you prevent alignment debt that could undermine integration and separation activities later, killing deadlines and inflating costs and reputation risk unexpectedly.

Case Study: Post-merger Lead-to-cash (LTC) Transformation

We coordinated the efforts of sales, finance, engineering, operations and support teams across the enterprise to rationalize legacy systems from several companies with the acquirer’s world-class processes built on SAP.

Facilitated the replacement of legacy tools and the automation of processes between systems and teams focused squarely on revenue collection. We delivered three master data hubs (parties, SKUs and entitlements) that simplified data sharing between teams - from sales, through ordering, fulfillment, utilization, user support and billing.

Business Integration Services

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Culture Coaching and Mentoring

We help you design work to be "learningful" so people have a stake in making it better.

Fractional (interim or part-time) CxO

An experienced, multi-faceted professional who provides temporary leadership for your team while you grow your business.

Internal Risk Auditing

A dry-run of your third-party auditing process and assessment before the official one.

Operations Design

A depiction of how the organization will manage its growth in service of its strategy.

Value Chain Optimization

An end to end lead-to-cash journey, mapped stage by stage, for your customer life cycle

Data Trust as a Service

Allow us to acquire, validate, register and prepare your data for your ETL / ELT pipeline while you focus on your business.

Integration Management Office (IMO)

Leadership to stakeholders who are going through mergers and acquisitions as they converge their interests.

Legacy System Data Synch

We provide a reasonable approach to synchronizing  legacy systems until their end of life and and retirement.

Feedback from past and present collaborators

"We needed David's consulting expertise in a crunch and were very pleased with the result. He was able to synthesize large amounts of existing information and 'fill the gaps' via interviews with key internal stakeholders. Would work with him again without hesitation.“
"While Dave warrants and enjoys asking/answering strategic questions, he is ready and willing to move beyond the theory and strategy - all the way down to doing the necessary tasks to bring home a deliverable. This twofold 'strategic thinker and tactical execution' can be summarized as ‘Dave is the guy that makes it happen.’ I am glad that we were able to work together, and I'd gladly work with Dave again."