The leadership team and board of a major professional association were looking to accelerate growth via acquisitions, in parallel to a series of other important initiatives and didn’t have the capacity or internal expertise to lead a diligence or valuation process. Needing help identifying, evaluating, and pursuing the best partnership and M&A opportunities, in addition to drafting materials for the Management Team and Board of Directors, the CFO reached out to our team.

We delivered an experienced M&A and finance consultant who had begun his career at Bain & Company and was able to move the process and presentation forward.