Finding the Right Post-Merger Integration (PMI) Consultant

Alex brings more than 30 years of strategic communications and marketing experience helping companies and their leaders effectively communicate and drive change to meet business objectives. He spent the past 23 years at Accenture (over 700,000 employees) where he held numerous senior-level positions including Chief of Staff to the CEO, helping prioritize key initiatives, participate in strategic planning and building C-level client relationships. As head of Global Corporate Communications for six years, he oversaw all company communications (including M&A communications), industry analyst relations and reputation management. This included leading the company’s presence at the World Economic Forum in Davos for 15 years and serving as CMO to the largest industry group P&L. He has worked on the agency side in both B2B and B2C environments as well as a VC backed start-up. He is known for building high performing teams, shaping culture, and facilitating organizational effectiveness in companies undergoing transformational change. He is fluent in English and Italian, and conversational in French.

Catriona is an experienced public company CFO and Board Member, and operates as an Executive Advisor, CFO and Investor, helping venture and PE-backed, pre-IPO companies. She currently serves on the BOD of Palomar Holdings, a Specialty Insurance provider (NASDAQ: PLMR), Arlo Technologies, a smart home technology company (NASDAQ: ARLO), and General Fusion, a Canadian company pursuing the fastest and most practical path to commercial fusion energy. Ms. Fallon previously served on the BOD of Cray Inc. (NASDAQ: CRAY), until its acquisition by Hewlett Packard Enterprise. Catriona has been CFO for several technology companies, including Hitachi Vantara, Silver Spring Networks (NYSE: SSNI) which she helped sell to Itron (NASDAQ: ITRI), and Marin Software (NASDAQ: MRIN). Earlier in her career she held leadership positions at Cognizant and Hewlett-Packard in investor relations and strategy/corporate development, and was an equity analyst with Citigroup and management consultant with McKinsey & Co. She holds an MBA from Harvard Business School and a BA in Economics from UCLA. She is a two-time member of the US Olympic Rowing Team and still rows in San Francisco several times per week.

Morten serves as Chairman of the Board of Acquisition Integration Specialists and will help guide the growth of the firm. He is a specialist in Private Equity Turnarounds, Exit Strategies, Merger Integration, and International Expansion. Morten helps several leading PE firms as a Board Level Advisor, providing operational expertise and facilitating results. He is the former CEO of PE-owned ReadyWise, a food company he recently turned around in 3 years resulting in a 10x ROI. Prior, he was President of GN Mobile/Jabra, a global leader in wired and wireless headsets, and earlier in his career spent 10 years with AT&T in international roles. He has held CEO, Chairman or BOD positions in over 10 companies, and has been actively involved in 8 exits, 2 IPO, 3 turnarounds and many post-merger integrations. He has an MBA from Copenhagen Business School, and is Fluent in English, Danish, German, Dutch.

Erez brings 3 decades of entrepreneurial experience, two successful exits, and a world class operational background building distribution, reseller, and education technology businesses. For the last 15 years, Erez has partnered with Private Equity, completed several mid-market mergers, and grew Bluum from a small, regional player to its current position as the leading North American Education Technology solution provider with $700M in revenue. He has built world class executive teams, partnered with leading industry technology partners, led successful cross-border acquisitions, and managed complex lender relationships. He was also an early pioneer in the circular economy, becoming a leader in recycling, repairing, reusing, and disposing of previously used IT equipment. Erez brings considerable business acumen and operational experience to the board positions he holds.

Dan has an extensive background across a broad range of industries, and global experience in financial planning and analysis, M&A, financial systems, and shared services. He is currently CFO for Aditi Consulting where he leads the finance, IT and strategic planning functions and sits on the board of directors for ArmorWorks. Throughout his career, Dan has been involved on both the buy and sell side of over 15 transactions helping organizations successfully realize the expected synergies and transaction outcomes. Dan has held CFO and senior-level financial roles at leading PE-backed and Public companies including Bluum, ArmorWorks, TechData, Avnet, General Dynamics, and Motorola. He is a CPA and has a Bachelor of Accounting from the University of Colorado and an MBA from Arizona State University. Dan was named twice to the Titan 100 – Phoenix and was a CFO of the Year finalist by FEI.

Karl is a growth-oriented finance and operations executive with 20 years’ experience leading global tech companies and venture backed startups. Most recently, he co-founded and sold WhoCo, an AI-hiring platform, to Union Square Ventures-backed Bolster Networks. Previously, he served in several senior management positions at Yahoo! where he led finance, operations, and strategy for Yahoo!’s $2 billion advertising technology business and led post-merger integration of Yahoo! and AOL’s adtech assets. Prior to Yahoo!, he served as COO and CFO of Gravity, an early machine learning startup backed by Redpoint Ventures, acquired by AOL for $90 million in 2014. Before Gravity, he was an investment banker at Pagemill Partners where he completed over 15 M&A transactions with leading tech companies, PE firms, and VCs. Currently, Karl works as a consultant and advisor for VC-backed technology companies. He holds a BS in Management Science and Engineering from Stanford University and MBA from UC Berkeley.

Rich is VP and CIO for one of the largest private building material companies in the US, responsible for all areas of Information Technology (IT) and Operational Technology (OT). He has three decades of experience in manufacturing, working for a variety of multinationals ranging from mid-market to global Fortune 500, with a primary focus on digital industrial automation. Throughout his career has worked with private equity companies, serving on multiple Technical Advisory Boards. His past roles include leading global IT teams at Wacom, Polyclad Technologies, Enthone and Schneider Electric. Areas of focus include autonomous operations in manufacturing, artificial intelligence (AI) and machine learning (ML), M&A due diligence, international private equity, large-scale complex integrations, cyber security risk mitigation and IT strategy execution. A graduate of Saint Anselm College, with a B.A. in Computer Science with Business, and is a graduate of Harvard Business School General Management Program.

Andy is a Partner with Livingstone Partners, a leading global investment banking boutique. Livingstone’s 100 plus professionals serve as lead advisors to middle market transactions ($25M - $500M) in select industry focus subsectors. Andy is the co-head of Livingstone’s Industrial team in the US and Co-Chairman of its Global board. Andy’s industry focus areas include industrial technology-oriented sub sectors including Automation, Control & Electronics, Testing & Measurement, Engineered Products and Industrial Services companies. He has over 25 years of experience advising middle market companies on M&A transactions, capital raises, and valuation-related matters. Prior to Livingstone, Andrew was a Managing Director and led the Midwest Region of Deloitte Corporate Finance, where he completed numerous domestic and international cross-border transactions. He began his career at General Electric where he completed its FMP program. He received his MBA from the University of Michigan and BS from Indiana University.

Brad has over three decades of operations leadership in global, large-scale manufacturing, logistics, and services application selections and implementations for Fortune 500 and mid-market clients. He has served in both an advisor and CIO positions, and has considerable experience leading M&A technical due diligence programs, including post-acquisition integration programs. He is presently a Managing Partner at Fortium Partners, a top Information Technology consulting firm made up of world class operating technology leaders. His past roles include IT leadership roles for global firms such as Western Digital and Jacobs International. His industry experience includes high tech, telecommunications, financial services, and health care. Brad holds a BS in Electrical Engineering from UC Berkeley and an MBA from UCLA. He is a Certified BOD Director, and is a senior Lean Sigma practitioner.

Sheila is Founder and CEO of SGA Talent, a 100% woman-owned human resources advisory firm established in 1989. She is known as an industry expert in senior-level talent acquisition, including research, recruitment, talent mapping, and competitive intelligence. She brings extensive experience working with Private Equity (and their portfolio companies), Management Consulting firms, Consumer Packaged Goods, Technology, Media, Healthcare, Financial Services, Retail, and Hospitality. Prior to SGA Talent, she was a Director with a renowned executive search firm in New York City. She is a member of the National Association of Executive Females, Society for Human Resource Management (SHRM), Society of Competitive Intelligence Professionals (SCIP), and Women in Technology International, and serves on the BOD of Christian Brother’s Academy. Sheila is a frequent speaker and contributor on matters related to human resources, talent acquisition, and talent management. She received her Bachelor of Arts degree in Business and Economics from Hartwick College.

Chris brings senior-level experience with top Private Equity-backed digital and eCommerce enterprises, including over 15 acquisitions. Most recently he ran Tropicana Brands Group’s newly formed eCommerce team as they spun off from PepsiCo by PE firm, PAI. Previously, Chris served as SVP, Corporate Development & Delivery at Syndigo, where he led global Pre-Sales and Solutions Engineering, managed alliances, and crafted go-to-market strategies. Earlier, he served as SVP of Strategy & Solutions, where he drove product strategy, commercial growth, and facilitated acquisitions like FSEnet+, Webcollage, Nutritionix, Edgenet, ItemMaster, Content Analytics, Shotfarm, Wisebase, SellPoints, Attribytes, Kwikee, and Riversand. Before Syndigo, Chris was SVP of eCommerce Solutions at Numerator, a Vista Equity Partners company. He led go-to-market efforts, oversaw product strategy, and collaborated with global brands and retailers across their promotional, advertising, brand protection and eCommerce pricing/product intelligence efforts. He played a pivotal role in integrating acquisitions such as Dynamite Data, New Momentum, Channel IQ, and 360pi.

Paul is a member of the BOD and brings over 35 years of experience as a financial professional in Investment Banking and Investment Management. He is highly skilled at finding revenue, cost and operating synergies and optimizing profitability. In investment banking, he focused on M&A and Debt Restructuring assignments at Kidder Peabody (now UBS) and later at Bear Stearns (now JP Morgan) across a range of transformational mergers in the middle market and large deals over $5 billion. Paul's investment management experience includes stints at Standard & Poor's, Nomura Asset Management, Horizon Asset Management and YHB Investment Advisors, where he has managed equity and credit portfolios in the hundreds of millions. He has a BS degree from Babson College and MBA from The Wharton School.

Greg brings over 35 years of experience as a senior executive in national commercial real estate. His expertise spans many facets of real estate, including strategy, growth, M&A, people management, and collaborating with investors such as REITs, private equity, and investment management firms. Throughout his career, he has held several high-level positions within leading public and private real estate service providers and investment management organizations. Most recently, he served as President of Investor Services at JLL, a Fortune 200 giant with $20 billion in revenue and 100,000 employees. JLL consistently earns recognition as one of the world's most esteemed and ethically driven companies. Prior to this, Greg was Managing Director at a prominent real estate PE firm, and before that a Principal at Trammell Crow. Currently, Greg works as a consultant and private investor based in NYC and Greenwich, CT. He is an alumnus of Babson College and George Washington University.

Based in London, Kim brings 30 years experience financing, advising, and restructuring mid-market SAAS, eCommerce, and technology companies in Europe. He has been involved in numerous acquisitions, including due diligence and post-acquisition integration, both as an operating executive and management consultant. Kim currently serves as Managing Director of Evergreen Capital Partners and Managing Director/ VP EMEA of ReadyWise, a leading food manufacturer. Prior to this he held operational positions as Executive Chairman of Detego Limited, CEO of Vyke Communications, Executive VP/Managing Director of Aldata Solution, Managing Director of GE Capital IT Solution, and earlier in his career was a Management Consultant at McKinsey. Kim has also been a principal investor as Venture Partner of Enso Ventures, and Managing Director of TransConnect/Digital Mountain (Goetz Partners), and holds a BA from Copenhagen School of Economics and Business in Denmark, and MBA from IMD in Lausanne, Switzerland.

Hernan is Founder and Managing Director of Sales Outcomes, a leading International Sales & Marketing Consultancy known for go-to-market execution. He is an expert in the implementation of sales automation tools, marketing and sales operations, sales performance management and sales compensation. Prior to this, he served as VP of Marketing and Sales Operations for Pitney Bowes. Before joining Pitney Bowes, he served as VP Business Development for Ryder Supply Chain Solutions and started his career as a management consultant with Deloitte. He holds an MBA from Florida International University and a Bachelor of Science in Accounting from the University of Florida, and lives in Coral Gables, Florida. He speaks English and Spanish.

Scott brings experience running major sales organizations, recruiting, and developing talent, shaping culture and driving engagement, and integrating sales organizations to maximize potential. He is CEO and Founder of MovieComm, a content-based technology firm that uses legally approved Hollywood movie clips to help today’s leaders engage, inspire and connect with employees. An active keynote speaker, Scott gave a TED Talk about the impact that short video has on affecting behavior. Prior to MovieComm, Scott spent 25 years as a senior executive at American Express where he took over a region that was ranked #173 out of 176 and turned it to #1. A ranking that lasted over two decades. Scott was later named “Leader of the Decade” by the firm. He is also a partner at JPTD Partners, a consulting firm focused on Financial Services M&A. The firm has 160 clients and relationships with 48 private equity firms.

Ed is an automation technology innovator and investor. He is founder and CEO of Enfield Technologies, a leader in the development and manufacturing of proportional/servo control systems involving pneumatics, hydraulics, and electro-mechanical devices. He is past chairman of the BOD for the National Fluid Power Association (NFPA); Past chair of NFPA Education & Technology Foundation; Past member of PMMI BOD and a current member of the strategic planning committee; and active on numerous other Industrial advisory boards and steering committees. He is also a member of the BOD of First Miami (credit union). Prior to Enfield, Ed was an Investment banking Director at UBS covering IT services and software, and led transactions for private equity, M&A and equity public offerings across industrials, retail, TMT, and financial services. He started his career as a management consultant at Accenture. He has an MBA from the University of Chicago Booth, and BS from Miami University.