Mid-Market Technology and M&A Consulting
- ERP | CRM | HCM | BI Selection and Implementation
- System and Process Improvement
- M&A Technology Integration
- Tech Due Diligence
senior Technology advisors
- Independent Technology Consulting mindset focused on Mid-Market companies ($20 - $500 million revenue)
- Unbiased viewpoint during software selections based on experience, research and objective analysis - 0 referral agreements with software vendors
- Focused on system selection to find the right solution for Clients and then support full end-to-end system implementation to achieve operational goals
- Leverage expertise from numerous business technology implementations of CRM, ERP, BI, HCM and FP&A business systems
- High focus on process improvement - Quote/Order-to-Cash | Procure-to-Pay | Plan-to-Make | Record-to-Report | Hire-to-Retire
- Completed over 100 IT Due Diligence engagements including development and implementation of post-close technology roadmaps and project plans
Business Technology Performance Improvement
- Business Technology evaluation, strategy, system selection, planning and implementation support (CRM, ERP, Financial Reporting and other critical enterprise systems)
- Business process optimization across sales and customer service, supply chain, manufacturing, project delivery, accounting and financial reporting
- Trusted advisor to mid-market business leaders as a valued business partner supporting significant technology initiatives
- Unbiased viewpoint on technology partners based on experience, research and objective analysis
Private Equity Technology Advisory Services
- Over 100 technology due diligence assessments for private equity buyouts and other investments across a diverse set of industries (average size deal of $10M-$400M invested per transaction)
- Development and implementation of post-close 100-day technology plans supporting corporate carve-outs, Merger & acquisition integration, business process and information improvement, new system implementations, improved financial reporting, cost reduction, and technology risk mitigations
- Interim technology leadership focused on supporting resource gaps and CIO transitions with daily IT management and recruiting support