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Summary
This M&A Integration & Separation Consultant is an M&A integration professional with 6+ years of experience leading post-merger integration, separation, and transformation programs across global technology, consumer, and industrial clients. Skilled in cross-functional leadership, governance design, and change management. This M&A Integration & Separation Consultant is known for fostering collaboration, driving accountability, and enabling teams to deliver consistent results through structure, empathy, and data-driven decision-making.
Highlights
- M&A integration management
- cross-functional leadership
- financial modeling; executive reporting
- change management
- operational due diligence
- program management
- Excel (advanced)
- PowerPoint (advanced)
- GenAI prompt engineering
- AI agentic workflows
Relevant Accomplishments
- managed large-scale integration and separation programs, including developing integration strategies, managing risk, issues, and dependencies across functional and cross-functional work streams; deliverables consistently met or exceeded client expectations and delivered on budget
- developed Copilot agent that allowed practitioners to quickly find deal management methodologies, GTM materials, and work-product examples from approved knowledge hubs; agent received positive feedback from deal management community
- identified OKRs and developed reporting templates for executive presentations used for reporting M&A integration or separation programs
- Owned end-to-end management of integration/separation programs, responsibilities included developing integration strategy, integration roadmap, governance structure, tools and templates for management reporting and tracking, managing risks, issues, and interdependencies → all deals executed on time and on budget
- Cross-functional alignment: Developed separation workplans for six functional workstreams (AR, comms., facilities, HR, IT, and treasury); ensured that functional workstreams were aligned with deal strategy and execution
- Insights and management reporting: developed tools and templates for tracking program performance through key metrics; prepared and delivered updates for senior leadership, highlighting program outcomes, risks, and opportunities
- GTM: led GTM workstreams post-acquisition, aligning sales, pricing, and customer success teams to accelerate cross-sell and up-sell revenue synergies for $10b acquisition in semiconductor sector
- Operational excellence: developed M&A playbook for semiconductor company, including program management frameworks, dashboards, and processes to improve visibility, accountability, and execution across deal initiatives Operational Due Diligence
- Insurance sector: led $750k operational due diligence for client in the insurance sector. Responsibilities include assessing current operating model, developing standalone cost model, identifying operational entanglements and potential risks, and benchmarking functional headcount and spend; diligence reports were used in deal negotiations and bids.
- Owned end-to-end indirect procurement cutover workstream, including developing PO cutover strategy, vendor data migration, and supplier communications for $145m of indirect spend
- Strategic Sourcing: led new RFP launch for freight logistics company; assisted client in negotiating with freight suppliers, locked in 4% annual savings worth $1.2m.
- Led business development efforts for deal integration, org design, change management, and communication services for $1B transaction in the home improvement sector. Responsibilities included creating management proposal, resource and budget forecasting, and managing client acceptance processes
- Product user adoption – developed user engagement strategies to drive adoption of in-house developed program management software; engagement rate went from 11% to 95% by end of fiscal year
- Customer centric design – performed product interviews with end users to develop and test content for 15 different service offerings; content was rolled out to entire practice, receiving positive feedback
- Product roadmap – steered product roadmap for PwC’s proprietary project management app by analyzing user data and performing interviews with users to collect qualitative feedback; highly requested features added to product release cycle
- Executive reporting – created management presentations for executive leadership for $750m transaction in travel industry
- Data analytics – developed dashboards with KPIs, project milestones, and status updates to drive integration planning
- Change management: developed change management policies and reporting template as part of a large-scale regulatory readiness program at a search engine company
- Marketing research – Analyzed competitive landscape of the digital media industry to find potential acquisition targets; presented findings to VP of Strategy, Finance & Business Development
- FP&A – Provided FP&A support for long-range plan, including the impact of transfer pricing from the Disney-Fox merger
- Accounting – Audited acquired movies and series models and contracts; found $1.2M in amortization savings
- Direct sales – obtained sales quota in historically underperforming area by leveraging Salesforce analytics to find underserved businesses and accountant partners
- Affiliate marketing – Marketed ADP RUN and ADP TotalSource software solutions to local Chase bankers and accountants by demoing payroll and essential HR features; generating referral opportunities worth 50%+ of sales pipeline
- Customer success – Led cross-functional team comprised of HR, payroll, 401k, healthcare, and sales experts to implement ADP’s software solutions with combined YTD revenue of over $1.5 million, ranking top 10% of implementation consultants.
Roles
- Director
- Manager
- Intern
Request Expert / Similar Expert
Click “request expert” for a free initial screening call with this expert or a similar expert regarding your expert consulting needs
To apply for this job email your details to haleymmagnani@gmail.com
