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M&A Carve-out Certification

GPMIP Integration and Carve-out Certification

New for 2023, GPMIP now offers a certification to clients who are looking to build up a capability internally and to ensure that all team members are able to operaate to the same standard in a consistent manner.

CMOM for carve-outs or IMOM for integrations means that your entire team can be accredited to GPMIP standards through a series of online and personal training sessions resulting in an approved certification which is valid for 2 years.

Benefits

This service is a great way of preparing for inorganic growth and the demands that a transaction will place on your team, ahead of a live transaction happening, so that your organisation is on the front foot.

Additionally GPMIP offers Certification to independent consultants to allow them to demonstrate a level of professional standard for clients that prefer not to use external advisor support.

Our Approach

Our Approach

Strategy Execution

Creating a plan

Global PMI Partners provides expert pre-close planning services to help clients achieve successful transaction outcomes. Our team of experienced consultants will work closely with you to develop a comprehensive strategy that addresses all critical aspects of the pre-close phase, including identifying synergies, assessing risks, and creating a clear roadmap for post-merger integration.

Our approach is tailored to meet the unique needs of each client, leveraging our deep industry knowledge and best practices to deliver customized solutions that maximize value and minimize risk. We understand that pre-close planning is essential for a successful M&A transaction and have a proven track record of helping clients achieve their objectives.

Execution

We understand that the execution phase of any transaction is crucial for achieving success. Our team provides end-to-end support throughout the process, from pre-signing, through to Day 1 and Day 100 and beyond. With a proven track record of successful integration and carve-out executions, we leverage our extensive knowledge and expertise to help our clients achieve their transaction goals. To ensure a smooth execution phase, we use a phased approach that breaks down the activity into manageable chunks. We also use a variety of proprietary tools and techniques to transition from the deal team to the integration, and track progress, identify risks, and manage issues. These tools include collaboration tools customized for M&A integration and carve-out, regular status updates, and risk assessments, among others – all of which drive efficiency. We aim to make the process as transparent and predictable as possible, so you can confidently make decisions and plan for the future. We believe that collaboration and communication are key to successful execution plan. That’s why we work closely with your team and any external advisors to ensure everyone is aligned and working towards the same goals. Our focus is on delivering value and results for our clients, and we believe that successful execution is the foundation for achieving those results.

Challenges

Challenges

Post-merger integration resources Set up a private Equity roll-up for add-on acquisitions Carve-out buy-side resources and advisory

Lack of inhouse integration capability and resources

Client did not have the experience and capability in-house to plan and manage the upcoming integration/merger due to its size and complexity.

We solved this for our client

Global PMI Partners assigned an Integration Director who advised and worked with management in defining the integration strategy, driving the value creation and an optimal and cost-effective approach. This also included an Integration Manager to set up and drive an Integration Management Office (IMO) for the workstreams of the integration project.

Need of hands-on resources for initial add-ons and a playbook

A private equity client invested in a new roll-up platform and needs in-house capabilities to integrate a number of add-on acquisitions each year, through cost-effective means in accordance with the investment thesis.

We solved this for our client

Global PMI Partners assigned a small team of roll-up specialist consultants that executed and delivered the first add-on acquisition, then conducted knowledge transfer of the customized integration playbook and communications playbook to the platform management team to manage going forward.

Lack of inhouse carve-out capability and resources

A buy-side client is planning a carve-out but does not have the capability or experience in-house to plan, define, and negotiate transitional services agreements (TSAs), in order to manage the integration.

We solved this for our client

Global PMI Partners assigned a small team of carve-out specialists that organized a Carve-out Management Office (CMO) that conducted the end to end plan of the buy-side carve-out that included, data migration, Day One readiness and integration, communication, and negotiated transitional services plans on behalf of the client.

Parker

Parker Food Group New Manufacturing Facility Start up: Integration Planning and Execution through Sale

Read Case Study

Diverse range of
skill and expertise.

A diverse range of experience across industries provide skills and expertise necessary for the nuance of successful mergers and acquisitions (M&A) . This includes expertise in areas such as Corporate finance, Legal, Taxation, Human Resources, Operations, Information Technology, Marketing and Sales, and Risk Management. We assemble a custom team with the right mix of skills, tools, and experience to deliver the intended objectives of your M&A transactions.

About Global PMI Partners

We work across 35 countries with a workforce of 350 resources globally. We have managed over 500+ mergers and acquisition projects.

Key Figures

500+

M&A Projects

35
35

Countries

350+
350+

Global Team

Frequently Asked Questions

How do I integrate a company?

Integrating a company can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of integrating a company is the experience of the individuals tasked with leading the integration effort. It is highly advised that the individuals tasked with the responsibility of the integration should be experienced professionals that have done several integrations.

Learn more about post-merger consulting services.

How do I manage a carve-out?

Managing a company carve-out from another company can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of a company carve-out is the experience of the individuals tasked with leading the effort. It is highly advised to get an experience carve-out specialist to lead carve-out effort.

Learn more about post-merger consulting services.

How do I plan for an acquisition integration?

Acquisition integrations can be a complex task depending on several various factors such as the size, location(s), industry, and culture of the two companies. However, the primary consideration of integrating a company is the experience of the individuals tasked with leading the integration effort. It is highly advised that the individuals tasked with the responsibility of the integration should be experienced professionals that have done several integrations.

Learn more about post-merger consulting services.

How do I engage post merger integration consultants?

Post-merger integration consulting is an area of consulting services that has grown with the increase in global mergers & acquisitions activity. A lot of the large management consulting firms provide merger integration services as part of their suite of offerings. However, there are also boutique firms that specialize in post-merger integration as a consulting service.

Learn more about post-merger consulting services.

Latest Insights

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30th June

Acquisition Integration Challenges: Navigating the Complexities

Integration Planning & Execution

17th October

7 ways HR can be instrumental in a successful merger and acquisition process

M&A Delivery Capability Building

5th November

Standing Up an M&A Integration Team

M&A Delivery Capability Building

25th September

Creating an In-house Integration Management Office and Using Line of Sight (LOS) Planning

Market leading M&A Playbooks

4th September

How to use a M&A Integration Playbook

Market leading M&A Playbooks

12th April

Why copy & paste will not work with post-merger integration

Let’s solve your business needs.

Let’s solve your business needs.

Do you want to have a project consultation with us? Our team is on hand to talk through your unique requirements and solutions that best fit your integration needs. Get in touch with us.

Contact us Schedule a call