Advisory and Consulting

I provide Advisory and Consulting services to leaders. My advisory work is based on proven and repeatable project best practices to bring increased value to small, medium, and large organizations. Consulting is more hands on and could include back-room coaching for key individuals or development of a hi-level timeline, for example.

Mergers and Acquisition

Working with me, mid-market companies successfully deliver on the envisioned transaction. I start at Letter of Intent and work to the close with the selling and buying sides. On close, we finish the planning and I manage the implementation of changes so the envisioned benefits of the deal are realized.

I maintain a 360-degree view of all work, issues, and decisions required. Where possible, I bring the buyer and seller together and act as a connection between workstreams. I carry important discoveries to relevant parties so issues can be resolved. Also, I ensure decisions are made effectively and communicated so that everyone understands how the deal is evolving.

When key decisions are made effectively, the deal will progress to close faster. When important issues are shared sooner, there is less chance of a last-minute all-hands-on-deck panic. When the deal moves faster and there is less panic, the chance of the deal going off the rails or delayed is reduced. There is also less chance the seller gets distracted from running their day-day operations and impairs their business during the process.

My work complements the bankers, lawyers, accountants, advisors, and other partners. What I bring to the table is that I am the only expert focused on project-managing the transaction.

Less then half of all transactions realize the benefits envisioned on signing because once the deal has closed, the dealmakers have gone home, and new management is focused on the next strategy / shiny object. Also, even if the seller has enjoyed a full buy-out on day of close, they still want to see success. Success of their long valued and mentored employees, satisfaction of their suppliers, and longevity to the brand and legacy built up.

Project Leadership

I partner with you to translate your big thoughts into concrete action steps. I manage the overall work to completion. During this process you will have less frustration delivering value, less disruption to your teams, and improved organizational engagement. Once I leave, your leadership and project teams will have improved execution skills for future projects which will lead to an ongoing return on investment.