Portfolio & Case Studies
$100B+ in advised deals across 40+ engagements, backed by 20 years of experience across 3 continents—North America, Europe, and Asia. We have delivered value that lasted, and has helped our clients progress with clarity and conviction.
1. $3B Acquisition of a Tech-Enabled Logistics Company
Services Offered: Buy-side diligence, Day 1 readiness, and post-merger integration (PMI) support.
Result: Navigation through the complexity of the acquisition, smoothly transitioning and integrated strategies for optimization of value in the long term.
2. $2B Technology Carve-Out for Sell-Side Diligence
Services Offered: Due diligence support and preparation for sell side diligence; development of a new, go forward strategy and operating model for the RemainCo.
Result: Provided actionable insights and clear route forward that delivers maximum value for the client while maintaining strategic alignment.
3. Pre-Spin Separation for Global Clinical Research Company
Services Provided: pre-spin hosting, networking, M365 separation, Day 1 readiness, TSA, and exit planning.
Result: Separated unstructured data from 30,000 Teams sites to 4,000 Mapped Drives in a secure, efficient, and compliant manner.
4. Post-Spin TSA Exit for Global ERP Platform
Service Offered: Post-spin TSA exit support of a global ERP platform across 76 markets.
Result: Ensured smooth separation, ensuring that there is no disruption, and maximizing operational efficiency during the transition period.
5. Strategic Sale of $7B Rx Business Unit
Services Offered: Day One readiness and post-divorce stabilization in more than 80 countries on TSAs, standalone costing, and organizational design.
Result: A successful facilitation of a strategic sale and a stable, bottom-line, efficient post-separation transition of the business.
6. $2B Tech-Enabled Advanced Manufacturing Company SPAC Merger and IPO
Services Provided: Day 1 readiness for SPAC merger and IPO.
Result: It helped with a smooth merger and initial public offering (IPO) launch, achieving long-term growth through strategic and operational alignment.
7. $7B Spin-Off: Infrastructure & IT Ops Division
Services Provided: This is day one of readiness for a $230M infrastructure and IT ops spin-out of a $7B organization.
Result: Oversaw the execution of a complex, large-scale spin-off with a strategic operational efficiency aligned to all readiness milestones of the first day of operation.
8. Hindsight Analysis of 5 Divestitures at $7B Technology Services Company
Services Provided: We provide services related to a divestiture and integration playbook.
Result: Established the institutionalized basis for future carve-outs and integrations and provided a basis for improved execution and planning efficiency for future transactions.