Due Diligence and Integration Management Case Studies

Due Diligence and Integration Management.

Managed due diligence and integration to enable successful 400% growth through nine acquisitions for the Broadband Division of a public telecom corporation. Coordinated reports for the CEO and Board, analyzing operational, organizational, and market impact of potential transactions. Managed integration to achieve 400% divisional growth with increased total revenues. Implemented methods to maximize profits and cross-sales.

 

Global M&A Strategy Support.

Assisted the business development executive of a public UK-based chemicals manufacturer to develop and implement global M&A strategy. Provided support in developing financial models, negotiating process terms, and preparing Board presentations to communicate goals and status of initiatives.

 

Venture Capital Due Diligence.

Performed detailed market strategy and technical due diligence for a $100M+ early-stage fund on potential investments and portfolio companies. Reviewed business strategies and financial models, and validated existing and future technology and operational plans.

 

M&A Advisory Services.

Reviewed acquisition strategy for ISP division of a telecommunications firm. Identified potential acquisition targets and evaluated strategic fit.

 

Merger Strategy and Support

Worked with principals of privately-owned software development firm to evaluate potential partners and explore financing options.  Represented firm during M&A process, advising on business, technology and capital structures.

 

Acquisition Program and Communications

Developed acquisition program encompassing internal roles and requirements and external market analysis for the Executive Committee of a national financial services partnership. Developed communications to present and promote acquisition procedures within the firm and to target companies, including the compensation and cultural impact of integration.