Why Do Companies, PE Firms
and Accounting / Consulting Firms
Hire PMI Advisors?
Let us help make your M&A deals successful.
We Serve These Clients
Private Equity Firms - We provide due diligence assistance and serve as the Operating Partner's "Go-To M&A Resource" in onboarding platform companies and integrating their add-ons. Providing a disciplined leadership structure, experienced M&A personnel, checklists, tools, and templates is especially critical during the first 100 days so that the Operating Partner can focus on growth, efficiencies and overall corporate management. > Learn More
PE Portfolio Companies - As with any acquisition, add-ons pose their own challenges. Increased portfolio complexity, personnel integration, as well as portfolio strategy selection and execution, are common challenge areas encountered by PE firms. We work with the PE operating partners and the management of portfolio companies, on an as-needed basis to make the integration successful. > Learn More
Accounting / Consulting Firms - Accounting Firms are uniquely positioned as trusted advisors for their Private Equity and Corporate clients. We have entered into Subcontract/Referral Agreements with several national accounting / consulting firms to provide our team of senior-level M&A professionals as staffing resources to assist them in serving their existing and potential clients. > Learn More
Public Companies - Although similar to private companies, a unique issue for public companies is that their Board of Directors is accountable to their shareholders for the success of their M&A deals. Too often, due to the failure of M&A activity, Boards are faced with shareholder litigation. By retaining our services to assist in the merger integration, the Boards may be afforded a certain level of protection against litigation by their having taken fiscally prudent proactive steps to assure success. > Learn More
Family Offices - Similar to PE Firms, Family Offices may pursue add-on acquisitions for their portfolio companies. Often, the management of the portfolio companies is ill-equipped to manage a full-blown post-merger integration effort. This is where our services are able to ease the transition and help make the deal successful. > Learn More
Banking - M&A integration for Community and Regional banks is undergoing increased scrutiny relative to regulatory risk and compliance requirements. Banks operating in today’s economy must have the ability to quickly adapt to changes in demographics and customer demands for services. > Learn More
Sellers - Very few transactions result in sellers receiving "all cash" for their deals. Depending on the M&A deal terms, contingent payments, such as Earn-Outs, Seller notes, Claw-Backs, Escrows, Buyer Stock, etc., may be part of the Sellers' proceeds. If Sellers are actively involved in the post merger integration process during the critical first 100 days, they will be able to increase the likelihood of receiving future payments, as well as promote their teams' involvements with the acquiring company after deal-closing. > Learn More
Investment Bankers - Get more client listings by including a portion of our services with a "bundled service offering". By offering to pay for a portion of our services, investment bankers can demonstrate to their prospects that not only will they help sell their businesses, they will also help ensure that the sellers receive their future payments, because the deals will be more likely to be successful. > Learn More
Private Companies - Today's private companies are lean. There's no such thing as extra personnel just waiting to work on a merger integration project. Yet this "hot" project won't wait. We work with the Integration Team during the initial integration project phase in small, highly experienced groups and stay involved on a part-time basis for coordination meetings, steering committee meetings or work stream updates. > Learn More