PMO, Carve-Out & Integration

Our team leverages a proven approach and decades of experience to successfully lead complex transactions for private equity clients and their portfolio companies. Our approach features deep operational insight, which we link to the financial consequences. Our PMOs have access to our functional experts and analytical resources to ensure depth for planning and implementation engagements.


  • Major Projects PMO
  • Site Consolidation
  • In-Sourcing/ Out-Sourcing
  • Crisis Management

Mergers & Acquisitions

  • Due Diligence PMO
  • Integration
  • Roll-Up & Scale


  • Carve-Out & Stand-Up
  • TSA

Strategy Deployment

  • X-Matrix
  • Clear Value Path

Key Contacts

Chuck Shifferd

Chuck Shifferd

Partner, Practice Lead


Joseph Pollhein

Joseph Pollhein

Managing Director



Integration / Carve-Out

Integration and carve-out for a $1B home service franchisor – Resulted in the implementation of a new ERP system, payroll system, employee handbook, and benefits and 401K plans and providers.

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Site Consolidation

Alignment of operational and financial reporting to maximize revenue for a $200M manufacturer- Implemented a playbook for quality assurance, which was replicated in new facilities.

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Acquisition Due Diligence and Integration

Acquisition Due Diligence and Integration for a $300M sleep products supplier – Led the PMO for the integration of two companies and identified $10M in synergies to be achieved through the transaction and consolidation of the two companies.

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