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Saturday, July 27, 2024

Mergers and Acquisitions

Related Consultants

3
Alberto Fumo
Alberto Fumo
Kearney
Global Practice Lead, Transactions & Transformation

Alberto Fumo is a senior partner at Kearney and currently leads the firm’s global Private Equity and Principal Investors team. He has spent more than 20 years advising corporations and private equity firms across the full transaction and transformation cycle. Alberto specializes in assessing acquisitions and divestitures from multiple commercial and operational perspectives and supporting management in the post-acquisition phase.

Alberto takes great pride in assisting his clients in completing transformational deals for their organizations and their own careers. What really energizes him is working alongside them to deliver the synergies or value-creation opportunities identified during the diligence phase. He aids clients in ensuring that the value creation becomes tangible on both the P&L and balance sheet.

It's Kearney’s dedication and relentless focus to delivering value for clients in a collaborative manner that has kept Alberto committed for so many years. Alberto strongly believes that Kearney’s unified partnership mentality and culture encourages the team he leads to successfully advise on complex transactions and deliver value creation from the early diligence stage to late implementation in a seamless way. He is proud of his team of passionate individuals spanning all levels.

12
Angus Hodgson 
Angus Hodgson
Kearney
Partner

Angus Hodgson describes his career path as “quite organic.” Having put aside early thoughts of becoming a professional golfer, he went to business school and took his first role in marketing before becoming a strategy consultant and then joining the investment banking industry. It was here that he was introduced to the realm of mergers and acquisitions.

Angus returned to consulting in 2007 and has been helping clients solve their biggest problems ever since. His background made him a natural choice to pursue transaction work when he joined Kearney, where he is a partner in the firm’s private equity and principal investors practice, leading its M&A and merger integration capabilities in Europe. Working across the full M&A cycle, he supports clients across industries, and has supported deals worth more than $40 billion.

“I really enjoy working with corporate clients,” he says. “Going through a merger or an acquisition is a real moment in time for a company. It’s something that often determines their future trajectory, and it feels good to play a part in making it a successful one.”
Perhaps surprisingly, it’s not big milestones like deal closures that are most meaningful. “Actually, the real stand-out moments are when you get to understand a company’s culture, make a breakthrough that will really change things for them, or find synergies that go way beyond the initial estimate,” he explains. “When there are no fireworks going off, but everyone has done what they needed to, and everything is going smoothly. Those are the things that give me the most satisfaction.”

Between work and family life, Angus is kept pretty busy, but he enjoys running when he has some time to himself, and still plays the occasional round of golf.

5
Bernd Oehring
Bernd Oehring
Oliver Wyman
Partner

As a Partner with management consulting firm Oliver Wyman, Bernd Oehring serves as the Lead of Corporate M&A and Carve-outs in Industrials, Services, and Consumer while also maintaining co-coverage of the firm’s multiple financial sponsors and heading up its restructuring efforts in Germany, Austria, and Switzerland. He advises clients on M&A and carve-out preparation and execution, including due diligence and post-merger integration as well as strategy and business case development and overall value creation.

Before his current role, Oehring spent six years as the Chief of Staff and Chief Operating Officer of Corporate Finance and Advisory for the practice globally. Preceding his time with Oliver Wyman, he was a Senior Associate with JP Morgan handling investment banking and M&A. In his early career, he completed several internships at various financial investment institutions such as Morgan Stanley and IVC. Oehring earned degrees and certificates from several schools, including Otto-Friedrich-Universität Bamberg, Universidad de Alcalá, HHL Leipzig Graduate School of Management, and the Otto Beisheim School of Management at WHU.

6
Dhruv Sarda
Dhruv Sarda
Alvarez & Marsal
Managing Director

Dhruv Sarda is a Managing Director with Alvarez and Marsal Corporate Transformation Services in London. He focuses on helping create value from M&A transactions and delivering sustainable EBITDA improvement from transformations. With more than 23 years of experience, Sarda works with financial investors, corporate boards and management teams on M&A and transformation topics. He has led transformation initiatives to deliver full potential value creation plans and served in interim management roles. Sarda works with both corporates and private equity funds on buy-side and sell-side transactions.

Prior to joining A&M, Sarda was a Managing Director at Accenture Strategy, where he led the M&A practice in the UK and Ireland. Previously, he worked in M&A advisory at a European investment bank and started his career in privatization advisory in Africa. He has also served as the interim EMEA Chief Transformation Officer for a Fortune 20 healthcare and medical devices business, responsible for the planning and execution of transformation initiatives, including the integration of a $6 billion global acquisition in the EMEA region. Sarda earned a bachelor's degree in management from King's College London and an MBA from Cambridge University.

11
Greg Stinson
Greg Stinson
KPMG UK
Partner

Greg Stinson is the lead for KPMG in the UK’s Accounting Advisory Services (AAS) practice, supporting his clients with deals across the world, he has advised on the M&A requirements in a number of jurisdictions. Working buy and sell-side, Stinson specialises in the Technology, Media and Telecom, and Life Sciences sectors.

With over 20 years’ experience, his advice is often sought throughout the deal lifecycle. He has led and provided deal critical advice across many projects. His expertise supports clients in the areas of deal structuring, deal model review, identification of deal value impacting accounting, financial health analysis, separation and carve out, financial track record preparation, ESG reporting maturity and post deal completion, such as the Purchase Price Allocation and GAAP conversion.

Stinson is the host of a successful webinar series on topical finance and reporting issues which sees significant attendance and also features regularly on KPMG’s Building Confidence podcast series. He provides deep insight on a range of topics including financial and non-financial reporting, governance and what is happening in the marketplace.

He is a Chartered Accountant with the ICAEW, graduated with a First-Class degree in Accounting and Financial Analysis and spent four years earlier in his career working in Australia.

4
Jeff Black
Jeff Black
Mercer
Partner

Jeff Black is a Partner and leads Mercer’s Global Mergers & Acquisition Advisory Services business. Under Jeff’s leadership, Mercer was named an Innovator in ALM | Law.com’s Compass Pacesetter Research M&A Services 2023 Report, as well as a Pacesetter in 2022. With a focus on human capital’s crucial role in driving revenue synergies and realizing deal value, Jeff leads an award-winning M&A team that supports Corporate and Private Equity clients across the full deal lifecycle.

Through his nearly 30 years of experience as a trusted advisor and work on over 300 transactions, Jeff provides both strategic and financial advice to buyers and sellers on a wide variety of global people risks, including commercial due diligence, organization design and transformation, leadership development, change management, culture risk mitigation, benefits pooling and financing, and salesforce effectiveness. Whether he’s advising on start-ups, IPOs, acquisitions, mergers, Joint Ventures, divestitures or stand ups, Jeff provides guidance and support to clients across all deal phases — from sourcing and diligence to pre-close and post-merger integrations.

Recognized by the Consulting Report as a top M&A consultant and leader, Jeff frequently speaks on M&A people risks, regularly partnering with leading organizations such as the Transaction Advisors Institute and the Conference Board. He has published widely in industry journals and is frequently quoted in media outlets. His thought leadership addresses critical people risks in M&A, including retaining key talent during transactions, mitigating culture risk and executing business transformation through transactions.

1
Iain Macmillan
Ian Macmillan
Deloitte
Partner

Iain Macmillan, a well-known and highly respected M&A executive, has specialized in “end to end” services across the full M&A lifecycle for more than 25 years. He currently serves as Deloitte’s Global Leader and Executive sponsor for all M&A Services as well as being the Global leader for Deloitte’s Growth and Competitive Advantage client program. In addition, Macmillan is a partner in the U.K. firm, where he is responsible for Deloitte North South Europe’s M&A proposition. Across these roles, he leverages his extensive experience in complex U.K. and multinational transactions. Macmillan, who has been with Deloitte since July 2002, previously served as the firm's Global Lead Client Service Partner on a number of major corporate and Private Equity clients.

Earlier in his career, he spent 14 years at Arthur Andersen, where he also served as a partner. In addition to being a qualified accountant, Macmillan holds an MBA from Manchester Business School, and a Bachelor of Science in Economics from The University of Bristol.

9
Nicholai Tandrup
Nicholai Tandrup
Implement Consulting Group
Senior Partner

Nicholai Tandrup is based in Munich where he serves as the Managing partner for Implement Consulting Group in Germany. He also co-leads the Global Strategy and M&A Practice. Implement Consulting Group is one of the fastest growing consultancies in Europe, founded in Copenhagen, now with more than 1,200 consultants in 6 countries.

Through more than 20 years Tandrup has supported both industrial and private equity clients through all parts of the M&A deal cycle – from M&A strategy, through due diligence, post-merger integration, to exit preparation and divestiture. He has supported numerous transactions – majority in Scandinavia, but also in other parts of Europe as well as the US and China. Most of Nicholai’s work has been focused on Industrial B2B, Building Materials, and Transport & Logistics sectors.

Prior to joining Implement Consulting Group Tandrup was a Partner with Kearney where he led the Copenhagen office. He also spent 8 years in industry, among others as Head of Strategy and M&A with Danfoss, a Global leader in energy & climate solutions and Denmark’s largest industrial manufacturing company.

2
Phil Isom
Philip Isom
KPMG
Global Head M&A

Phil Isom leads KPMG’s Global M&A practice and the US Capital Advisory practice. As Global Head of M&A, Isom leads over 2,500 investment banking professionals working in over 80 countries around the world. KPMG Corporate Finance’s Global M&A platform has been ranked as the top middle market global advisory firm for over 20 years. KPMG Capital Advisory includes the US investment bank, as well as the Infrastructure Projects Advisory, ESG, Securitization and Lender Diligence practices.

Isom has over 30 years of experience in investment banking, investing, consulting and restructuring. Isom earned an MBA in finance from Loyola University, Chicago and an undergraduate degree in Finance from the University of Dayton.

10
Jay Milliken
Jay Milliken
Prophet
Senior Partner

Jay Milliken is a Senior Partner in Prophet's Hong Kong office. Milliken has assisted many global companies with the development and execution of customer-driven growth strategies with specific emphasis on leveraging customer relationships, strategic brand assets and an understanding of customer behavior. Some of his recent Prophet clients include Cisco, Monsanto, Samsung, Cargill and Wal-Mart. Milliken has specialized in developing new content related to the firm's marketing practice, with a special emphasis on the firm's brand valuation IP.

Prior to joining Prophet, Milliken was a Principal in the retail and consumer group with Mercer Management Consulting and a Manager of Retail Strategy at Sears, Roebuck. Milliken received a bachelor’s degree from Queen's University at Kingston and an MBA from the Eller School at the University of Arizona.

14
Ryan Baker
Ryan Baker
FTI Consulting
Partner

Ryan Baker is a leader within FTI’s Transactions practice, and he specializes in providing financial due diligence and other consulting professional services, e.g., quality of revenue/earnings, working capital, debt & debt-like, free-cash-flow modeling, and general financial statement analysis, in conjunction with mergers and acquisitions, equity/debt issuances, and other capital transactions. Mr. Baker’s clients are a mix of private equity and other alternative investment firms, investment banks and corporates. He has almost 20 years of experience, covering companies in the technology, healthcare, retail & consumer and industrial products industries. He has worked on more than 100 transactions with enterprise valuations ranging from USD $50M up to $2B.

In his current role at FTI, Mr. Baker is the go-to Managing Director in FTI’s Transactions group for the largest and most complex and technically challenging projects. Whether its software or healthcare revenue recognition, complex cost accounting for multi-stage manufacturing, carve-outs of fully integrated business units, or transactions involving multi-national entities with complex intercompany transactions/consolidations and multiple functional currencies, Ryan has the technical aptitude and organizational skill-set to efficiently and effectively analyze the financials.

Before joining FTI Consulting, Mr. Baker was a Director in RSM’s Transaction Advisory practice in San Francisco and a key member of its sell-side practice.

5
Shirley Dhewayani Santoso
Shirley Santoso
Kearney
Partner

Shirley Santoso holds three roles within Kearney, serving as the Asia Pacific leader for the Leadership, Change, and Organization Practice, co-head for Kearney Asia’s Transaction and Transformation Practice, and the President Director of Kearney’s Indonesian office. With over 20 years of consulting experience, she has worked with top companies, family businesses, and government bodies on initiatives like national strategies, organizational transformations, and operational excellence.

Santoso has been with Kearney for over 20 years, with notable achievements that include a Turnaround program for a large insurer in Asia, major cost reduction and operational transformations for leading banks in Southeast Asia, strategic portfolio review and transformation blueprint for a leading Southeast Asia conglomerate, and national sectoral blueprints for Indonesia such as digital roadmaps, automotive roadmap, education roadmap, sector strategies, vaccine distribution strategy, digital economy roadmap. Under her leadership, Kearney's Indonesia office achieved double-digit growth.

Prior to joining Kearney, Santoso worked at Lippo Group as part of the direct investment and asset management team. Santoso authored "Empowering Women: A Collection of Thoughts from Women Leaders to Advance the Workplace," featuring perspectives from over 200 aspiring leaders. She holds a bachelor’s degree in marketing and international management from Boston University and received her MBA from the Cornell Johnson Graduate School of Management.

20
Rob Silverman
Rob Silverman
Booz Allen Hamilton
Executive Vice President

Rob Silverman is Booz Allen’s primary integration officer and subsidiary chief executive for new corporate acquisitions. He works across Booz Allen enterprise operations, corporate development, and client teams to leverage mergers and acquisitions (M&A) to complement organic investments with important innovation technologies acquired through inorganic investment.

Most recently, Rob has served as integration officer and chief executive for our Everwatch Solutions and Liberty IT Solutions acquisitions. He has also served on the Board of Directors for several joint ventures.

During his Booz Allen career, Rob has worked in every primary market—including serving as director of strategy and operations for our Defense and Civil businesses and serving clients in those markets and commercial, international, and U.S. state and local. He’s also worked in multiple capability and innovation teams, primarily in analytics and consulting. Before joining Booz Allen, Rob worked for LMI.

Rob has served as the executive sponsor of our Multicultural business resource group and African American Network. He’s engaged with many nonprofits and fundraising efforts, from YearUp to the ALS Association, Children’s Inn at the National Institutes of Health, and Blessings in a Backpack.

He earned bachelor’s degrees in mathematical sciences and economics and a master’s in systems analysis for public decision making from Johns Hopkins University.

7
Steven Berger
Steven Berger
Kearney
Partner

Steven Berger is a Partner and Americas Lead of Mergers and Acquisitions at Kearney. In this role, he serves as a key contributor to the executive leadership team executing large-scale M&A, transformation, divestiture and human capital engagements for Fortune 500 corporate clients, top tier PE funds and PE owned portfolio companies.

Previously, Berger was a Senior Vice President of Corporate Services at Compass Minerals and a Senior Vice President, Corporate Services at Viterra. He also served as Senior Executive at Accenture, a Principal at A.T. Kearney and an associate at Booz Allen and Hamilton. Earlier in his career, he worked with Capgemini America as a Principal. Berger earned an MBA from the Costello College of Business at George Mason University and an undergraduate degree in computer science from Penn State University.

13
Vish Narayanan
Vish Narayanan
McKinsey & Company
Partner

Vish Narayanan is a Partner at McKinsey and Company. He advises executives in the high-tech industry and private equity sponsors on investment strategy, including support on M&A, portfolio strategy, and growth acceleration topics.

Narayanan is a leader in McKinsey’s Technology, Media and Telecommunications Practice where he helps companies make investment and corporate strategy decisions. He works closely with software and IT-services clients to help proactively redirect their resources appropriately to fuel sustainable growth. Narayanan coleads McKinsey’s work at the intersection of software and private equity—where he serves a broad range of sponsors on buy-side, sell-side diligence as well as portfolio company transformations—and coleads McKinsey’s work at the intersection of software and M&A.

Prior to joining McKinsey, Narayanan spent several years working at a major consulting and technology services company focused on digital strategy and application program management. Narayanan graduated from the NYU Stern School of Business with an MBA in strategy, finance and marketing and from Rutgers University with an undergraduate degree in economics, information technology and informatics.