M&A Advisory for Private Equity

Value Creation, M&A Advisory, and Strategy Consulting for private equity. Clients include Brookfield ($900B AUM), CPPIB ($646B AUM), CDPQ ($452B AUM), Ontario Teachers' Pension Plan ($248B AUM), OMERS ($129B AUM), Vista Equity ($100B AUM), Birch Hill ($5B AUM), Clairvest ($4B AUM). Support private equity and institutional investment funds on their mergers, acquisitions and divestitures both on buy- and sell-side. Provide growth strategy and operational improvement consulting. On the buy-side, help clients maximize M&A deal value and EBITDA through comprehensive financial modeling, synergies estimation, integration planning, commercial and operational due diligence, data analytics, as well as increase value post-deal via synergy tracking, revenue growth strategy and operational improvement. On the sell-side, help clients manage separation of assets, divisions or operations being carved out, including financial modeling of standalone and stranded costs, separation design strategy, Day 1 and end-state operating model design, portfolio value creation and drafting of transitional services agreements. Additionally, provided operational and strategic support as the team's COO (Chief of Staff). Industries covered: technology, waste management, health care, renewable energy, CPG, financial services and insurance. Acquisition Integration, New Business Development and +42 skills