James Rosen

Professional Background

25+ years Management Consulting and Software Executive experience
Consultant for: Accenture/ Andersen Consulting, IBM Business Consulting, Gartner Consulting
Executive at large, Mid-sized and start-up technology and services companies
B.A., History and Chinese Language, Brown University and M.A., International Relations, Johns Hopkins School of Advanced International Studies

M&A Skills & Expertise

Executive experience in management consulting, growth strategy, operational implementation, technology strategy and implementation, organizational design, change management, project management
Led efforts across M&A Lifecycle, from strategy to targeting, due diligence, post-merger integration. operational optimization and technology alignment and rationalization
Other industry experience: Financial Services; Insurance; Technology; Professional Services; Event Marketing
Led large scale integration and transformation projects
Led Strategy, Distribution and Sales organizations
International and multi-cultural experience working in the Americas, Europe, Asia and Australia

Project Highlights

Merger Integration and M&A Playbook: For leading P&C carrier pursuing serial acquisition strategy- Led Merger Integration team following acquisition of smaller carrier. In parallel, developed end-to-end M&A Playbook.
M&A Strategy: For leading global multi-line insurer- Developed acquisition strategy
Post-Merger Digital Transformation: For leading semi-conductor fabricator- Developed consolidated To-Be state operational strategies and capabilities and Implementation roadmap
Post-Merger Integration and Shared Services: : For leading global Insurance broker and financial services firm- Developed post-acquisition Shared Services strategy
Post-Merger Technology Integration: For leading P&C carrier- Led large scale transformation of IT environment
M&A/ Divestiture Strategy: For Middle Market/ Top 10 P&C Carrier – Defined Post-Merger Strategy, SBU Divestiture and Target Operating Model