Case Studies

M&A Advisory Case Studies

      When two large divisions of a well-known non-profit organization were planning to merge, the CEO turned to Chris for help, knowing him from work they had done together previously. Chris knew this merger could be a success because the cultures of the two divisions were similar. However, the chain of command and responsibilities would change, and things wouldn’t be done “the way they had always been done.” Chris identified the critical factors that would impact the merger: weaving the two cultures together quickly, leading with one voice, setting a new vision, defining roles and ensuring that productivity and fundraising continued uninterrupted.

      To set the tone for the new organization, each senior leader participated in Chris’s signature process that sets the basis for his M&A consulting. This process – involving individual interviews, in-depth feedback, and follow-up coaching sessions – is designed to examine how leaders think and accelerate their ability to focus on the good of the whole organization. The team learned what it means to perform at each level and as a group set a goal to move it.

      The Result? The merger exceeded expectations – smooth and quick. At a time when fund-raising was down nationwide, the merged divisions surpassed their goals, the true proof of success. The new unit continues to work effec

Business Process Improvement Case Study

      A multinational financial services company with $1.2 trillion in assets under management, and operations in more than 50 countries worldwide decided to launch a business process management (BPM) initiative. The goal was ambitious, however, it soon became apparent that this approach would not meet primary business objectives. Although a significant effort was put into creating over a 100 thousand process flow charts and publishing them for general employee access, the majority of these processes were out of date by the time they were mapped and the system had no way to correlate data or make visual comparisons.

      The first step Chris took was to understand the performance of the business and then decide what the next set of actions would be. He realized that there were many issues in the technology department to overcome. The company was using multiple technology silos that each had different data formats and stores. Chris was able to successfully come up with one solution that was easy for each department of the company to use. He stood able to explain to the company that you can only improve business processes by measuring first, then basing intelligent decisions on those measurements.