MERGERS AND ACQUISITIONS (M&A)

M&A drives significant value for firms. Realizing that value is complicated and often fails. PCG has a track record of delivering intended value. Mergers, Acquisitions, and Divestitures are major business activities that enable companies to dramatically grow and/or pivot by overhauling their business portfolios. Failure to heed proper due diligence, planning and implementation coordination could risk damaging the company’s future operational capability.

PCG’s deep expertise gives you a partner through this process; our experience and capabilities span the entire lifecycle so we can serve as your guide at any and every stage. Our singular goal is to ensure your merger, acquisition, or divestiture achieves exactly the goal you set out. With your PCG team by your side, we’ll ensure you see your expected return on investment with less time, fewer people and lower total cost.


YOUR M&A JOURNEY

CONSULTING   •   EXPERTISE •   SOLUTIONS

Each M&A endeavor and organization is unique.  However, our years of experience has taught us that there are common, reoccurring themes.  We’ve built our playbook and approach leveraging these themes – they are:

  • Achieving deal outcomes BEGINS by setting up for success.  It’s imperative to have trusted integration cost and synergy assumptions you believe in.
  • Driving deal outcomes REQUIRES intentional focus, experience, resource, and governance.
    • It’s incremental to the “day job” of your team.  They need capacity to contribute.
    • The work requires a “hub” from which to plan, manage, control, and communicate.  We call that “hub” a Transition Management Office (TMO)

•  Managing the experience of stakeholders (e.g., clients, employees, shareholders, vendor partners, etc) throughout the process is critical.

  • People aren’t boxes on a page.  They have hearts and minds.  Thoughtful strategies are required to ensure successful outcomes.

HOW CAN PROJECT CONSULTING GROUP (PCG) HELP YOU?

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  • Regardless of where you are in your journey – PCG can meet you where you’re at and drive value at any stage:
    • Decide & Plan:  You’re considering and/or planning a possible transaction.
    • Get to Close: You’ve announced and need to close the transaction.
    • Post Merger Integration: You’ve achieved Legal Day 1 and are focused on driving synergies and intended value.
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  • Inform & Advise

    Coach the organization and the employees who carry out personal information processing of their GDPR obligations.

  • Monitor Compliance

    Track compliance gaps and manage associated risks. Prioritize remediation activities including awareness campaigns, training, and implementations.

  • Oversee DPIAs

    Provide advice where requested regarding data protection impact assessments and monitor performance.

  • Regulator Engagement

    Act as the point of contact for the supervisory authority as needed.

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Minneapolis, MN 55403

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800-731-7153

Agile frameworks help organizations manage changing priorities, increase team productivity, provide better visibility, and go to market faster.  These benefits provide companies the competitive advantage in a fast paced digital age.  

PCG has been providing waterfall, iterative and agile services for over 20 years and bring a wealth of knowledge, insights and experience to the table.   We provide strategic and tactical consulting, as outlined below, for companies across the world. 

PCG has been at the forefront of product, software, and service delivery frameworks and disciplines for more than 20 years.  In our experience, organizational change management is the most critical component for organizations adopting Agile.  We are frequently asked to speak and provide input into industry best practices and standards.    

About 15 years ago we expanded our capabilities to include the rational unified process (RUP), providing our clients the concept of iterative development and delivering business value incrementally in a time-boxed cross disciplined approach.  Over the past 10 years, we developed our agile practice, including our propriety component playbook and ARTS program. Organizational characteristics shape the optimal playbook 

We packaged some of the more common service offerings below, although PCG will provide a tailored service to meet your specific business needs.  PCG provides advisory, strategic, and tactical execution services. Our senior consultants work with leadership teams to address opportunities and challenges, determine options, set direction, and design a pragmatic approach.   Our delivery consultants execute upon that vision.

AGILE CONSULTING SERVICES

The global threat environment has intensified resulting in business continuity, disaster recovery, crisis management, and emergency response becoming an area of focus for board of directors, executive leaders, clients, customers, and regulators.  This increased focus has resulted in greater maturity and heightened expectations around response, recovery, and communication capabilities.

Business continuity management identifies these potential threats and impacts to your business, creates the organizational resilience and recovery capabilities for an appropriate level of response, and safeguards the interests of your customers, employees, reputation, and value.   Potential threats include items such as natural disasters, technological failures, data breaches, human error, fire, terrorism, lawsuits, misconduct, acts of violence, labor action, or drop in share price.

There are multiple components encompassing a robust business continuity program, in addition to several ancillary items such as event/incident management, disaster recovery, crisis management, and emergency response. The terminology used within industries, by regulations, and across vendors is inconsistent at best, so we recommend focusing on the components rather than debating the nomenclature.  Below are the components.

Contact us today to receive your complimentary discovery session 


OUR M&A CAPABILITIES

YOUR COMPLIMENTARY DISCOVERY SESSION INCLUDES:

Dedicated time with a PCG M&A Expert

Identify Goals and Strategies

REQUEST MY DISCOVERY SESSIONCALL NOW: 800-731-7153

A Review of your Current-state 

Define Future-State Needs

OR

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800-731-7153

EXPERTISE • CONSULTING SERVICES • SOLUTIONS

Transition Management Office

Driving deal value is complicated with a high volume and velocity of activity.  We bring an 11 function TMO capability as the “hub” of driving value.

Transition Services Agreement

You may decide to “depend” on the seller to provide services after Legal Day 1 until you can build and/or integrate that capability.  We help you discern which services you may need as input to creating a Transition Services Agreement (TSA).

Legal Day 1 Plan

We structure the scope and decompose it into a detailed plan – drawing out cross functional dependencies and a critical path.  This is foundation from which resources can be aligned and results driven.  We bring execution teams to drive execution.          

Human Capital

Talent is a critical asset and success factor.  Ensuring organizational design, assessment and selection of talent is baked into scope and plans is critical.  We help you do that.

Issue and Risk Management

Risk is inherent in an M&A transaction.  Proactively identifying and getting ahead of them is key.  Issues will arise.  We bring a RAIDQ method to enable proactive management and quick resolution.

Your teams have day jobs. They may not have M&A experience.  We bring the capacity and expertise required to drive delivery.

Delivery Teams

Financial Management

You have synergies to capture and one-time integration expense to track and manage.  We bring a financial discipline and tool to do just that.

Systems and Tools

You’ll need to decide which systems / tools your combined organization will work from. We drive that analysis, enable decisions and drive execution.

Document Management

Compliance and Auditors often expect organizations to manage transition documents accordingly to policy.  We have done this and bring experience to meet your policy requirements.

Due Diligence

Strategy & Planning is critical from the start to ensure credible integration synergy & assumptions.  Our team partners with you “in the data room” to inform deal assumptions.

Legal Day 1 Scope

Knowing what you want and need to achieve before “Close” is critical.  We bring our playbook and drive scope definition to give you confidence in “Close” timing.  

Top Talent

PCG employs subject matter experts and leaders across M&A

Cuztomizable Playbook

Every organization has unique challenges and demands that require flexible service offerings.

Since 1998 we have delivered on 100's of M&A engagements.

25 years of Experience

“PCG did everything we could have expected and asked of them AND MORE!”

- Chief Integration Officer at a Fortune 500 Financial Services Company

IIBA Premier Sponsor

Fast 50 Company

PMI Corporate Partner

Decide & PlanGet to ClosePost Merger Integration
CAPABILITIESTESTIMONIALS

Project Consulting Group

SERVICES

Certified Consultants

Contact  Project Consulting Group

800-731-7153

https://www.pcg-usa.com/

CREATE 100 DAY PLAN

We drive scope and execution planning with your functional leaders (SMEs) focused on getting you achieving most critical items first and creating execution momentum from which deal value is realized.

STAND UP TMO

Driving deal value is complicated with a high volume and velocity of activity.  We bring an 11 function TMO capability as the “hub” of driving value.  This gives you transparency, governance and confidence for your deal.

STRATEGIC ALIGNMENT & ASSUMPTIONS

Strategy & Planning is critical from the start to ensure credible integration synergy & assumptions.  Our team partners with you “in the data room” to inform deal assumptions.

PREPARE & EXECUTE ANNOUNCEMENT

Your Communications and HR Teams likely have an approach for this. We aid and/or supplement as needed.

LEGAL DAY 1 SCOPE & DELIVERY

We structure the scope and decompose it into an execution plan – drawing out cross functional dependencies and a critical path (including regulatory considerations) from which resources can be aligned and results driven.

DELIVERY TEAMS

Your teams have day jobs. They may not have M&A experience.  We bring the capacity and expertise required to drive delivery.

PROCESS HARMONIZATION

You’ll need to decide which way of working / processes the combined organization will work from.  We drive that analysis, enable decisions and drive execution.

SYSTEM & TOOLS

You’ll need to decide which systems / tools your combined organization will work from. We drive that analysis, enable decisions and drive execution.

FINAL ORGANIZATIONAL CHANGES

The impacts and timings to roles and people are linked to processes and tools transition.  Continuing to align and execute plans through PMI is critical to deliver value.

FINAL PROCESS & TOOL CHANGES

We drive execution of the changes aligned to deal assumptions.  Each organization is different, and complexity and timings vary; yet each organization aspires to exit any TSA as soon as possible.

Select the service category that best aligns with your needs:

Implementing agile in an organization not only impacts delivery teams, it will influence how organizations handle annual planning, portfolio management, financial management, capacity planning, team structures, operations, and employee training. Most agile initiatives fall short when only taking into account delivery team components.

Agile is an approach encompassing multiple iterative delivery practices (e.g. Continuous Delivery, Extreme Programming, Kanban, Lean, Scrum, Scrumban) as well as a handful of scaling frameworks (e.g. SAFe, LeSS, DAD). These practices share many of the same principles; primarily differentiated by their practical application and approach. 

Agile promotes a collaborative environment between teams, leaders, and users to provide a continuous delivery of products and services. Agile frameworks embrace changing needs and measure success through the production of well-designed products. Agile teams strive to maintain a sustainable pace while continually reflecting on being more effective and efficient.

Experienced Agile organizations will have notable success in delivering value to the customer, although it is important for new adopters to walk before they run. Companies interested in agile should be open to continuous team interaction, increased business involvement, simplifying process, reducing documentation, and accepting change.

Process Harmonization

You’ll need to decide which way of working / processes the combined organization will work from.  We drive that analysis, enable decisions and drive execution.

TSA EXIT

We align the PMI execution plan to TSA dependencies.  We drive and manage execution toward those dates.

TRANSITION TO BAU

We plan for and execute a smooth transition to the “new” normal or “BAU” (Business As Usual).  This involves training, communicating and shutting down the “PMI Project” according to your policies.

CEO of a Global Manufacturing Company

PCG has done an excellent job at leading our multi-year project.

Manager at a Government Agency

PCG is very professional and has a broad range of abilities. They took great care to identify the help needed.

PCG did a tremendous job with our project. They built a strong rapport with the business owners, which helped create trust and confidence.

Manager at a Multinational Bank and Financial Services Company

VP of an International Agricultural and Food Company

I wanted to reach out to PCG and say thank you for a job well done!

VP of Fortune 500 Bank

I can’t express how much I appreciate the leadership and guidance PCG provided to our program.

PCG was excellent in defining and implementing the framework that has helped provide significantly improved governance and transparency.

Director of Mid-Market National Retailer

Manager at a Fortune 500 Financial Services Company

I want to make sure to recognize the great work PCG did on the project, you have certainly surpassed my expectations.

Director at a National Insurance Corporation

You have no idea how nice it is to hand off something like this to someone you know will stay on top of it and communicate progress. Great job.

PCG has been a great partner to us and if we need consulting help, we reach out. Thanks!

National Health Insurance Company

YOUR JOURNEYHOW WE HELP

Regardless of where you are in your journey – PCG has the experience to help you achieve your goals.

GET TO CLOSE

Transitioning assets, entities, people and making the payment

DECIDE AND PLAN

Sign Purchase Agreement & Make the Announcement

POST MERGER INTEGRATION (PMI)

Full transition of People, Processes, Tools aligned to Synergies & Exiting the TSA