Tag: Merger integration

  • PMCC Ventures Background

    PMCC Ventures background

    PMCC Ventures brings 40+ years of experience and capability to help clients improve the business of their business and add and sustain value.  Our services range from strategy to planning to operations and performance improvement.  All with a clear focus on creating and sustaining value

    PMCC Ventures was founded in 2006 with one specific goal:  Help our clients improve the business of their business resulting in added and sustained value.

    Given the economic conditions in 2023 and a solid reflection on a lot of recent experiences, PMCC Ventures has decided to re-emphasize its roots.  For several of the past years, we have been working with Business leaders and their finance teams to help solve the lament that “finance needs to be more strategic”.  That has been true for the past 25 or more years, and economic uncertainty and the overall deal environment, has brought that to the fore once more. 

    This time we are focusing on the middle market because the need appears greater and the opportunity for value creation is just so good.  We believe that the role of financial leaders is to help their companies see over hills and around corners while they are providing solid basic financial information.  But we believe solid financial information is just not enough to help organizations explore and execute extraordinary value creating changes.

    Here is what we bring to the table to help achieve that goal:

    • More than 40 years of diverse and deep industry and business process experience
    • Work across varied stages of development, ‘
    • The benefit of working with organizations in a range of performance from turnarounds, to middling growth to high growth and profits
    • Experience in all forms of transactions- buying, selling, rolling up/platforming and integration

    Broadly, our service areas include:

    • Strategy and Planning
    • Finance Transformation
    • Operations transformation
    • Business Intelligence- and Financial Planning and Analysis
    • Deal and Transaction Support
      • Buy
      • Sell 
      • Operations improvement
      • Financial Management Improvement
    • Turnaround Management
    • Business Coaching

    We are different:  We provide these services either as consultants and advisors or as Fractional Executive Leaders.  We choose to work with leadership teams to identify opportunities to improve and then design the practices and  processes to realize the goals- and where it makes sense to modify the tech stack to make it all happen more effectively and efficiently.

    To Contact us:

    Pjm@pmccventures.com

    To learn more: https://pmccinteractive.com/wp-content/uploads/2022/05/20220427-background-pmccv-6.pdf

  • PMCC Ventures Transaction Support Services

    PMCC Ventures been in business for over 12 years, having built on the prior 28 years’ experience – and doing what we have always done and love: Helping clients improve the business of their business.

    Clients have changed, industries have changed, the starting point and nature of the assignments have changed, but a few constants remain in our work with clients to help them improve the business of their business:

    • Run the business like they will be selling it tomorrow at the best possible price. Make smart moves that create or sustain value all of the time.
    • Know more about their markets, customers and operations and apply that knowledge each and every day. Have a strong sense of inquisitiveness guided by a passion for just doing it better.
    • Really know how you make money in your business and your industry. Stretch to know more and more each day about the systems and interactions that help you create value and take all steps necessary to support and develop those capabilities.
    • Make sure that decision-making is not only fact based, but that it recognizes systemic outcomes, and connects strategic, operational and economic factors.  Communicate and discuss key understandings about the business with your team so that all understand how to best create value in the business each and every day.

    We apply this thinking in all of our work for our clients.  It helps us focus and prioritize, and requires us to understand the system and interdependencies at play in each circumstance – and to not take anything for granted.

    Applying Our Process to Transactional Support

    As we look at the pattern of our work over the past several years- the one striking realization is that we are now employing this thinking in the more than 70% of our work that involves some sort of transaction.

    • Assisting sellers
      • Transaction Preparedness Assessments- quality of operations, strategy and results
      • Developing and implementing plans to enhance the value of the business
      • Develop and stress test business models
      • Business plan preparation
      • Sales strategies
      • Offering memorandum preparation along with road show support
      • Sales process assistance management
    • Assisting Buyers
      • Diligence
      • Deal structure formulation
      • Integration planning and integration support
      • Post-closing reviews and targeted analytical work
      • Ongoing operations support

    Cross industry and cross functional experiences applied in a strategic, operational and financial context are important to our clients

    We have found that working on both sides of a transaction helps us to better understand what is on the mind of the “other side”. As a result, we can anticipate many issues and challenges before they arise and deal with them “as a matter of course” in the process instead of them becoming hurdles to concluding a transaction.

    Our industry and process experiences obviously help us to do our work, but more importantly, our cross-industry and cross-functional experience helps us to better understand the fit and dynamics of each business and to foresee issues that might arise that could damage a transaction – before or after the sale.  We view these matters in the interrelated context of strategy, operations and economics.

    We work cooperatively and compatibly with all of the professionals to get the job done for our client in the most effective and efficient way possible.

    If you are interested in a good deal that has a great chance at creating value, we are very interested in talking with you.

    pjm@pmccventures.com

  • Private Equity backed global business marketing firm

    Client Description:

    Private equity owned- Global business marketing firm

    Client Opportunity or Challenge:

    • The Client is a European private equity backed company; new investors have an aggressive growth plan in mind. Within 9 months of investment, the Client acquired 3 companies in the US- its first US investments.  Since growth via acquisition was not part of the core experience of our Client, our European Affiliate, Greene 6 Partners, based in Paris was engaged to support post merger integration and assimilation.  Since the diligence period was short, many risk areas were not well understood and required post acquisition remediation.
    • Most of the existing management team was leaving the company because of the relocation of  company headquarters, hence there was a time sensitivity to dealing with issues
    • We advised on a wide range of issues including
    Organization structure IT Risk
    Severance Tax structure
    Recruiting new employees and leaders Marketing
    Cash management and forecasting Finance and accounting
    Performance Management Outsourcing of key functions
    Real Estate and Leases  

    Role:

    Consultant and advisor

    Outcomes or Benefit:

    • Created due diligence and acquisition assimilation guide book for client to use in subsequent transactions
    • Devised strategy and criteria for Leasing decisions
    • Executed risk assessment as well as IT transition plan
    • Established structure for revised performance reporting including data structures
    • Provided criteria and assessed outsourcing proposals for key functions
    • Project managed issues resolution
    • Mentored interim staff
    • Served as surrogate general manager

     

    NOTE:

    Client names are not used because of Client privacy and Confidentiality Agreements.  Similarly, facts are cloaked to preclude people from deducing the Client name or situation.