Picking the Right Financial Services Provider

Turning an acquisition into a success rests on the people involved before, during, and after the transaction. One particularly critical team is the one tasked with ushering the company through the financial milestones. Picking the right one is tricky. Financial services firms can range from a few people to hundreds. And being experienced is the […]

Financial Systems and the CFO

Data- and insight-driven strategies, cybersecurity, blockchain, and robotic processing automation: there’s a whole new language for today’s CFO. Digital technologies are everywhere now. No longer exclusive to Fortune 500 level firms, businesses of all sizes are using tech to drive everything from business models to strategic plans to everyday operations. With that comes the need […]

Practice Management Rollup Opportunities

The healthcare industry is rife with disruption, uncertainty, and foundational risks. Despite all of that, PMO rollups have been a source of returns and diversification for private equity funds for over a decade. There are good reasons why. These larger organizations realize numerous benefits. Cost reductions come from centralizing and consolidating operations, compliance, and administration. […]

Healthcare: The Practice Management Organization’s (“PMO”) CFO

If you’re a CFO in the healthcare industry, you know the drill. There are tremendous opportunities. But there are also tremendous challenges. Successfully operating through them sometimes takes an army. But it can also come down to making some smart, deep, and meaningful moves. Increasingly demanding private equity sponsors, boards, and CEOs; needing to quickly […]

Today’s CFO

Few will quibble with the notion that the finance group manages the lifeblood of the organization. While other departments manage an organization’s ability to Few will quibble with the notion that the finance group manages the lifeblood of the organization. While other departments manage an organization’s ability to market, produce, and deliver, finance connects them […]

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“Join us for the Actionable M&A Integration Practices to Accelerate Deal Value
June 20th at 2pm EST / 11am PST 

“We are excited to share that we have acquired Global PMI Partners’ US division.” Read the full announcement here