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REPRESENTATIVE TEAM EXPERIENCE WITH THESE CLIENTS
Delta Air Lines ● A.T. Kearney ● IBM ● DuPont ● The Coca-Cola Company ● PricewaterhouseCoopers Consulting ● BellSouth ● MediaOne ● Accenture ● Verizon ● The Southern Company ● Motorola ● Andersen Consulting ● Ritz Carlton ● Cisco ● National Service Industries ● Digital Equipment Company ● AT&T ● General Electric ● Bloomin' Brands ● Lucas Energy ● Royal Bank of Canada ● Gateway ● Mesa Air Group● Curtiss-Wright ● Energy Dynamics ● Asplundh ● Ryder Systems, Inc. ● Dun & Bradstreet Software ● Nike ● Ecolab, Inc.
PMI Advisors is assembling a team of former C-Suite Executives, VPs, Directors and Project Management Specialists who have extensive experience in M&A integration. If you are interested in joining our team please contact us.
Dan founded PMI Advisors (PMIA) in 2016 after recognizing a need for applying an organized project management approach to merger integration for mid-market companies. Prior to PMIA, Dan was the Founder and CEO of V-Rooms® Virtual Data Rooms, a 10-year-old company that provided a secure document exchange platform for thousands of transactions in the M&A industry. Many of the virtual data rooms that were set up during the due diligence and deal negotiation phases remained intact for the subsequent merger integration phase. With confidentiality and security a major concern, these secure data rooms provided a central repository for sensitive information relative to HR, IT, Legal, Finance, and Operations.
Prior to V-Rooms, for 15 years he was the Founder and CEO of Project Management Services, Inc., an Atlanta-based firm, that grew to a 150-person consulting firm, providing management professionals and systems to assist Fortune 100 companies with their post merger integration and other special projects. Dan was directly involved in numerous corporate sponsor projects preparing for the 1996 Atlanta Olympic Games. His book, Innovative Techniques for Project Management, (Wiley & Sons), which draws upon many "in the trench" experiences, is a light-hearted and informative look at managing people and complex projects.
He has an MBA from Georgia State University and BS in Engineering from Georgia Institute of Technology.
Thirty-five years of experience in the technology field including roles as consulting practice managing director, independent software/services company executive, and twenty years as a CIO in global Fortune 500 companies. Extensive background in BOD participation and support, global strategy development, enterprise level technology and business process change initiatives, M & A due diligence and integration, shared service and off-shoring programs. Proven ability to harmonize people, business processes, and technology to achieve improved performance and greater shareholder value.
As Managing Director for Strategy and Organizational Transformation at Accenture, Rob spearheaded teams that developed strategies around areas such as enterprise digitalization, omni-channel capabilities for retailers, enhanced e-commerce, IT function improvement and cost reduction, business unit divestiture, etc. Rob was key corporate officer participant on strategy teams for three global Fortune 500 companies. Drove several lean sigma and business process reengineering initiatives for business and functional transformation. Provided leadership for many successful M&A actions the largest being a $5 billion acquisition.
He has an MBA from Tulane University and a BS from Washington and Lee University.
Wes brings over 18 years experience supporting mergers and acquisitions, including carve-outs, and establishing divisions as stand-alone entities. He is an IT executive and consultant with broad and deep experience in strategizing and managing fast paced IT transformation in mergers, divestitures, ERP implementations, and high growth companies. He has a unique combination of process experience, business insight, and experience in applying IT enabling solutions to provide business improvements with a broad industry background including manufacturing, distribution, life sciences, and technology companies.
He brings a broad range of consulting experience having worked with Deloitte Consulting, Ernst & Young, PricewaterhouseCoopers, Coopers & Lybrand, and Deloitte Haskins & Sells. He also held the executive management position with U.S. Office Products - SVP IT Client Services. Early in his career, he was with Chrysler Motors as Divisional IT Director.
He has an MBA from the Booth School of Business at the University of Chicago and a BA degree from Michigan State University
Jerry joined PMI Advisors from SFG Solutions where he led a strategic and operational consulting practice since 2008. Prior to SFG, Jerry had extensive management consulting experience with the global consultancies PricewaterhouseCoopers, BearingPoint (formerly KPMG Consulting) and A.T. Kearney, where he led M&A, strategic and operational consulting engagements with clients located throughout North America, Europe, Australia and the Caribbean.
Jerry has also held senior financial and strategy positions with Whitney Information, Sprint Communications, and MCI Communications. He has experience in M&A due diligence, post-merger integrations, business process innovation, and organizational redesign. Additionally, he developed improved marketing programs, identified potential acquisition targets and led financial and operational acquisition due diligence for an Internet retailer based in Orlando, Florida.
He has an MBA from The Fuqua School of Business at Duke University and a BS degree from the University of Maryland.
Julia is an HR Executive Consultant with over twenty-eight years of broad based Human Resources experience with expertise in corporate change management and organizational performance improvement for startup, turnaround, and high-growth organizations. She has been recognized for creating innovative HR infrastructures that delivered strong sustainable results. She has established effective organizational structures, prolific communications, and human capital practices that attract and retain high potential talent, all of which are integral to the success of an M&A integration process. Bilingual (Spanish).
Her Merger Integration activities include: Accessing the management team of the other company; Conducting analysis of its organizational structure; Comparing beneﬁts, compensation policies, and employment contracts of both companies; Assessing the cultural match and issues between the two companies; Advising top management on the merged company’s new organizational structure; Managing the activities associated with stafﬁng including the selection processes and retention strategies; Establishing and overseeing the communications strategies, to help employees cope and adjust to change; and Developing new policies and procedures that are aligned with the vision and mission of the new organization.
She has an MS degree - Employment Laws - NOVA Southeast Law School, MA degree - HR Management & BA degree - Business Admin. - National University
Frank brings extensive management consulting experience in working with a variety of organizations. He has over twenty-five years’ experience in management consulting including the establishment of Project Management Offices (PMOs) for governance, coaching/mentoring, tools, business process improvement, quality assurance, portfolio management, and change management. He is an effective communicator at all levels from “C” teams to technical staff, experienced in public speaking, workshop facilitation and meeting planning with global project experience in Latin America & Europe. Bilingual (Spanish).
Additionally, with over ten years in leadership positions at the Project Management Institute (global and local), he has a strong IT technical background including hardware builds & implementations, networking hardware, software development, telecommunications, and service desk operations. Rounding out his background, he is a professional instructor in project management and PMP certification, PMI Agile certification, leadership, and software applications.
He has a BS degree from Florida International University.
As an experienced business leader, Karen has helped companies to develop strategy and re-engineer processes to increase revenue, optimize client relationships, improve team performance and streamline procedures. Karen has served as senior level project manager for global projects and coached large and small teams through process improvement designed to enhance the work environment, increase revenue and improve the bottom line. She is an effective leader, project manager, troubleshooter, problem solver, and efficiency expert. Her career experiences have provided a broad foundation of skills that make her uniquely qualified to assist companies with their growth and merger integration transition.
She has a BS degree from Auburn University.
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