Our Menu
The Main Course
M&A Post-Merger Integration
Integration success isn’t about checklists — it’s about clarity, speed, and alignment. I start by establishing a strong Integration Management Office (IMO) with clear governance, focused priorities, and decision-making discipline. I work closely with leadership to define the end-state, identify critical risks, and lock in Day 1 readiness. From there, it’s about relentless coordination — across functions, cultures, and timelines — to keep momentum and avoid value erosion. I bring structure without bureaucracy, drive without chaos, and the experience to know what matters when everything feels urgent.
Business Transformation
Transformation only works when it’s grounded in reality. I help organizations move from strategy to execution by setting a clear path, building alignment, and driving accountability at every level. Whether it’s operational redesign, technology enablement, or cultural change, I focus on what actually moves the needle — not what looks good in a slide deck. I lead with structure, challenge assumptions, and keep the work honest. No over-engineering. No wasted motion. Just real progress, delivered with discipline and clarity.
Special Projects
Special projects usually land where complexity meets urgency — and that’s where I do my best work. Whether it’s a critical initiative with no margin for error or a one-off effort that doesn’t fit the usual playbook, I bring structure, speed, and senior-level attention from day one. I clarify objectives, build the right rhythm, and drive execution without adding layers. When others hesitate, I step in, get aligned, and move. If it matters to the business and needs to get done right, I make it happen.
Accoutrements
M&A Strategy & Approach
Tailored integration and separation strategies that align with deal value.
Operational Due Diligence
Uncover risks, validate synergy, and pressure-test assumptions pre-close.
Post-Merger Integration (IMO)
End-to-end planning and execution through a focused Integration Management Office.
Separation & Carve-Out Execution (SMO)
Strategic separation with minimal disruption and clear accountability.
M&A Playbook Development
Repeatable frameworks and tools built from real-world execution experience.
Synergy Realization (Cost & Revenue)
Build realistic synergy cases and execute plans to capture measurable value.
Private Equity Partnership
Trusted partner to deal teams and portfolio companies from diligence through value creation.
Transformation Strategy & Roadmapping
Define where you’re going, how you’ll get there, and what it takes to succeed.
PMO Leadership
Program and project management that drives accountability and results.
Change Management & Communications
Drive alignment and adoption with clear, credible messaging.
Executive Workshop Facilitation
High-impact sessions to align stakeholders, set direction, and unlock decisions.
Issue & Risk Management
Navigate around roadblocks with proactive solutions and clear escalation paths.
Cultural Integration Planning
Align teams, leadership, and values to avoid friction and drive cohesion.