Professional Services Company Hires M&A Expert to Advise on Information Technology

About the Client 

Delivering a Better Tomorrow

The M&A advisory division of this leading professional services encourages its clients to be bold in the pursuit of their goals. The M&A advisory team strives to help companies optimize and maximize value for its stakeholders by taking a painstaking approach — reviewing every detail and leaving no stone unturned. 

The Situation 

Keeping Up with M&A Demand

The M&A advisory team was involved in advising multiple information technology clients on transactions. They were responsible to implement and deliver tailored solutions to optimize businesses due to a pending/completed transaction, restructure, or a strategic cost event. 

The Solution

Leveraging a Proven Talent Model 

The client’s dedicated Graphite account executive leveraged Graphite’s proprietary technology to filter through over 155 highly vetted independent M&A support consultants on Graphite to present a shortlist of four candidates who met the client’s specific requirements.

The Result 

Delivering Value on Day 1

The professional services firm onboarded an independent expert with over 10 years of experience in M&A transactions. The expert is assisting multiple technology clients to refocus companies’ technology capabilities to identify their optimal transaction and transformation strategies. 

This includes performing business process analysis, mapping, and design for M&A projects focused on an IT workstream including IT infrastructure separation, data center migration, application integration/ separation/rationalization, or IT synergies/cost reduction. Based on the initial value that the expert was able to, the project has been extended twice and continues to be an ongoing engagement.

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Professional Services Company Hires M&A Expert to Advise on Information Technology

Learn how this M&A advisory team was able to scale its team leveraging an independent M&A consultant with over 10 years of experience.

Skills Onboarded
About the Client
Project Duration
weeks
Independent Experts Hired
Project Booking Value

$40.3k

Key roles identified and onboarded

Eager to onboard a team that could achieve results within six months, the client and their dedicated Graphite account manager partnered to determinze the specifications for each of the four roles. They were:

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Gabriela Ziffermann

Digital Messaging Program Manager
CHALLENGES
  • Provide expertise in creating digital two-way communications compliant with federal government regulations (via text, email, and online portal)
  • Working with internal developers and product managers to implement the messaging rollout.
WORK EXPERIENCE
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