Smart M&A Solutions for a Changing Market
M&A Integration and Digital Transformation That Deliver Results
Transforming Ambitious Strategies Into Measurable Results
M&A transactions impact, disrupt and compete with all in-flight corporate transformation strategies.
Our experience will help you leverage M&A to energize and revise your data driven KPIs which are key to stakeholder expectations.
"End to end on-ground expertise across the life-cycle"
M&A Transition Execution (Acquisitions, Divestitures, Strategic Partnerships)
Confirmatory to Close;
Deal Model Input Validation (SGA);
TSA Rationalization and Development (with Legal)
Day1 to TSA Completion; Target Operating Model Refinement;
Transition Governance and Performance Monitoring;
Stakeholder Management;
Regulatory Facilitation;
Transition Office Setup and Program Management,
Workstream Mentoring
People On-Boarding/Off-Boarding,
Complex Situations
Transformation Execution
Greenfield Initiatives (Plan, Operationalize, Complete)
Outsourcing Execution and Transfer of Assets, People, Technology
Board Risk Assessments: SOC1, SOC2, Resiliency, Operational Risk, 3rd Party
AI Adoption: Future State Risk Frameworks
System Migration
Transformation Governance with Protective Guard Rails
Rationalize and optimize controls and alignment with KPI and KRI’s
Develop Plans, Schedules, Budgets, Impacts
Subject Matter Expertise
Asset Management
Capital Markets
Insurance
Insurtech, Fintech
Finance Transition
HR Transition
Re-Insurance
Closed Block Conversion
Consumer and Commercial Lending.
Credit Originations and Collections.
Risk Portfolio Management
Bank Asset portfolio sales
Recent Posts and Articles
Setting Up Your AI Function - Lessons....
About a year ago, I was asked by a long time friend and business partner Mark Minevich....
After completing several successful complex multi-year business and digital transformation
The Darker Side of Digital.....
Strategic M&A Post Close Execution:
The word “integration” is often used to portray the body of activity seen .......
Testimonials
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Mark Minevich
Chief AI Officer | C-level | Strategist | Venture Capitalist | ex-IBM ex-BCG | Board member | Best Selling Author | Forbes Columnist | AI Startups | Founder of most influential think tanks
I have known Albert since 2004. Albert is a effective global operating executive that gets things done. With a great blend of operational excellence, digital and business transformation experience, he is the leader to handle complexity and M&A transactions as well as other Corporate digital Initiatives. We've had the pleasure of working together on several engagements and we've become longtime friends. Albert had unique leadership roles in outsourcing with firms such as Polaris, Wipro, DXC and, in M&A roles leading post-close execution at TIAA CREF, Guardian and private equity.
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John Napoli
Executive for AI and Transformation
C-Suite Transformation Executive for Business, Technology, AI, and Data | CxO (CIO/CTO, CDO/CDAO, COO, CFO) | Author
Head of Digital Client Platforms for DTCC; Former Head of Transformation, AI and Delivery for Guardian Life
Albert’s leadership and attention to detail have successfully implemented our strategic M&A initiatives across the firm with precision from deal close to exit. He is an effective collaborator and continues to mitigate unforeseen risks to ensure success. His knowledge of M&A, IT and Business Operations gives him unique perspectives on how to leverage AI during integrations and strategic optimization initiatives.
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Russell Noles
Former Senior Managing Director, Corporate Strategy & Development at TIAA; currently serves on Board of Directors of Jackson Financial, Inc.
Albert is an experienced corporate executive with strong M&A and transformation expertise. He excels in strategic execution and operational excellence, and is a seasoned leader that thrives in executing complex transactions and corporate digital initiatives. We’ve worked together on several engagements and developed a strong relationship of trust and respect.