Case Studies

Real-world impact across deals, transformations, and value creation engagements.

Tech Offshoring and Captive Unit Design for IT Organization
Financial Services · Performance Improvement

Tech Offshoring and Captive Unit Design for IT Organization

8 IT Departments | Captive-BPO Operating Model

Worked closely with IT leadership and company executives to design a captive framework for the IT organization. Examined and deployed project manager, application development, data...

30% cost reduction; Improved development throughput
Cross-Border Acquisition Integration
Media & Entertainment · Integration

Cross-Border Acquisition Integration

$500M+ OTT and Product Technology Integration

Led end-to-end IMO for a $500M cross-border acquisition across North America, delivering 140% of targeted synergies 6 months ahead of schedule.

$40M synergies delivered; 6 months ahead of plan
Industrial Manufacturer Low Tax Distribution Redesign
Industrial · Value Creation Planning

Industrial Manufacturer Low Tax Distribution Redesign

Operational Change Design | Oracle ERP System Design

Analyzed the ability for a global industrial company to reconfigure their supply chain to support a low-tax distribution model in Mexico. Designed the operation and technology impa...

$100M+ value creation; ERP system redesign
InsureTech Product Technology & IT Due Diligence
InsureTech · Deal Advisory

InsureTech Product Technology & IT Due Diligence

$450M SaaS Acquisition

Conducted product technology and IT due diligence on a high-growth SaaS platform ahead of a $450M acquisition, validating technology posture and integration readiness.

Investment completed; Key risks identified and mitigated in deal structure
Enterprise Data Governance Design & Mobilization
Financial Services · Enterprise Technology

Enterprise Data Governance Design & Mobilization

Cross-Department Requirements

For a global hedge fund, designed the enterprise data governance model to provide a clear structure for the organization and its departments to maintain data quality and maximize e...

Full enterprise adoption; Improvement in data quality and BI reporting
IT Diligence & Value Creation Playbook
Private Equity · Value Creation Planning

IT Diligence & Value Creation Playbook

$500B+ AUM | 200+ Portfolio Companies

Developed the repeatable and customizable playbook for a global private equity firm and its portfolio companies. The playbook focuses throughout the deal lifecycle, providing consi...

Initial mobilization tracked 40+ portfolio companies; Tracked $100M of value creation opportunities