Provide M&A and Strategic Advisory for CXO leaders of firms looking to make strategic acquisitions or incubate new businesses. Focus area is Corporate Development and M&A for: Fintech, Artificial Intelligence, Financial Services. Clients Include: Bank of Montreal, EXL, Genpact, Comtrade, TIAA, Avasant

Managed Strategic Acquisitions, Deal Management, Due-Diligence, Closing Activities, Transition, Integration. Fintech. Firm-wide initiative related to organizational and operating efficiency as well as development of the firms Digital Fintech Strategy. Closed a 6bln dollar transaction to acquire Nuveen Investments, a 226bln dollar Asset Manager. Exposed and knowledgeable on the full M&A life cycle

SVP - Operational Readiness. Handled Carve-outs, implementation of firm-wide operational improvement initiatives, helped the firm IPO by lifting firm-wide profitability by the needed 75 basis points to meet industry parity on returns

Developed M&A Advisory Practice from scratch targeted at expanding accounting footprints for its 10 10% global client base. Focus was IT diligence and Integration

Focus was deal management and deal support. Due Diligence, Leadership Assessment, Portfolio Company Optimization. Industries covered were: Automotive (ie:Chrysler), Firearms (ie: Freedom Group), Defense (ie: Blackwater and Triple CCC), Retail (ie: Liz Claiborne), Management Consulting (ie: Booz Allen), Financial Services (ie: Optimal Payments). Diligence covered SGA side of Balance Sheet.

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