25 Years of Business Technology Experience

Over 100 technology due diligence assessments performed for private equity buyouts and other investments across a diverse set of industries (average size deal of $10M - $400M invested per transaction)
Full scope IT due diligence includes evaluation of:
- IT strategy and business alignment
- Enterprise business systems
- IT organization and staffing
- IT spend analysis and benchmarking
- IT infrastructure and risk management
- Business carve-out or merger integration deal considerations
Development and implementation of post-close 100-day plans focused on corporate carve-outs, merger integration, cost reduction/cash-flow improvements, improved financial reporting and overall performance improvement through business technology
Senior Technology Advisor to Deal Teams, Investment Committees and Portfolio Company leadership

Business Technology assessments, strategy, roadmaps, software selection, planning and implementation
- ERP, CRM, HCM, BI and other enterprise systems
- Financial Consolidation and Reporting (EPM)
- Data transformation and Business Analytics
- Other critical business systems
Cross functional business process optimization:
- Quote-to-Cash
- Procure-to-Pay
- Plan-to-Make
- Record-to-Report
- Hire-to-Retire
Business Technology program leadership and project management
Project quality assurance assessments based on leading methodologies and best practices
- Assess project progress to timeline, scope and budget
- Assess quality of critical project deliverables
- Review alignment with original business case, requirements and vision