Private Equity

Smart Starts
Strong Finishes

We can help you with pre-transaction diligence and well as post-close integration, carve-out management–helping you position your portfolio investments to live up to their potential.

Marketers Hold the Secret to M&A Success
Most companies mistakenly overlook customer perception and brand affinity during transactions.

Extraordinary value is created through smart starts and strong finishes—deeply vetting deals and optimizing assets while you hold them. That’s why we’ve developed a suite of services that provide both comprehensive transaction support and portfolio company performance improvement.

As you work toward closing deals, job one is to ensure that your investment thesis is achievable. Count on us to provide “smart start” deal support including rigorous technical, operational and functional diligence, Day 1 readiness planning and complete execution services.

We’ll also help you realize every bit of value from the companies you already own. Driven by our goal of delivering “strong finishes,” we’ll support you with asset-optimizing services like business & IT transformation, operational improvement and technology selection & implementation—essential elements in turning each portfolio company into a high performance investment.

Transaction Services: Assessing IT and Operations
Rely on a team of technical and operational due diligence experts who are prepared to execute and manage your post-acquisition integration. Are you equipped to succeed?
Portfolio Services: Transforming IT & Operations
Building portfolio value requires consistent execution on transformative opportunities as well as capturing and reporting on the most relevant metrics.
Gil Mermelstein to speak on the strategic M&A in financial services panel
Date : November 4, 2015 Time : 08:00 AM EST

Gil Mermelstein to speak on the strategic M&A in financial services panel

Date : October 27, 2015 Time : 06:00 PM

Matt Sondag joins a panel of experts to discuss IT due diligence

As featured in Examiner
Date : October 19, 2015

Ken Siegnman discussed why Southern California is a large center of business and commerce.