M&A Advisory Division at a Consulting Company

The Client

The M&A advisory division of a leading professional services company that provides businesses with a range of consulting services across industries, continuously looking at marketplace challenges to deliver measurable, sustainable results for clients and communities around the world.

Business Situation

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.

Graphite's Work

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.

Results

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 work stream 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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M&A Advisory Division at a Consulting Company

Learn how the M&A advisory team at this reputable professional services company onboarded a seasoned M&A expert to advice technology clients on transactions.

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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