Anthony
Adviser Pre-Post (SMO) Carve-out / Divestiture / Transition Leader
Phoenix, United States
I leverage my 25 years of experience in IT, M&A, and Operations to help clients stand up new portfolio companies. I have a passion for delivering value and empowering teams through the deal life cycle, from buyer meetings and stand-alone costs to operational plans and TSAs. My track record includes leading and supporting over 130 transactions across diverse industries and geographies, generating more than $117 billion in value over the past 19 years. I have developed strong skills in engagement, negotiation, leadership, and transformation, as well as in IT and operational strategy, execution, and governance. I am also certified in ITIL and Six Sigma, demonstrating my commitment to quality and efficiency. My goal is to provide the best solutions and service to my clients and partners in the M&A field. Most of this time I lead GE’s Corporate Global Divestment program and then the GE Capital sell off. In June of 2017 I finished my last Transition and exited GE. Following my exit, I created a small transaction advisory group providing pre-post deal support focusing on carve-outs and divestments. You can find more information here @ http://divestiture.net My expertise encompasses various areas, including: - Divestitures, carve-outs, joint venture integrations, and the establishment of stand-alone businesses. - Building robust cross-business and cross-functional relationships that foster collaboration and drive success. - Pre- and post-deal execution, overseeing IT and operational aspects, negotiating Transition Service Agreements (TSAs) and Purchasing Agreement schedules, as well as post-closing budgeting, planning, and execution. - Developing new IT and operational strategies for greenfield companies and joint ventures. - Working across diverse industries, including Genpac (Outsourcing), Plastics, Security, NBC Universal, Healthcare business units, Rail Car wagons, Aviation business units, Credit card portfolios, Credit card businesses, Loan portfolios, GE Capital banks across 12 countries, and the IPO of Genworth and Synchrony Financial. - Navigating the legal landscape related to internal and external processes in M&A, software procurement, and outsourcing. - Expertise in IT, including SDLC, network management, hardware, help desk, service delivery, ITIL, and IT governance. - Ensuring information security integrity and maintaining strict confidentiality. - Demonstrated ability to manage complex projects globally, with experience throughout Europe and Australia.
Domain experience
Relevant Total Experience: 20 years
Seniority Level: Senior
Sector Experience:
Aerospace and Defense Aluminum Diversified Banks Diversified Chemicals Energy Equipment and Services Health Care Equipment and Services Household Durables Industrial Conglomerates Insurance Media and Entertainment Oil and Gas Refining and Marketing Payments Regional Banks Road and RailSkills
Skilled in: Project Management Office (PMO), Post Merger Integration (PMI), Divestitures, Contractual Agreements, M&A Negotiations, Bolt-on acquisitions, Buy-and-Build, Exit Readiness
Languages: English
Work Experience
M&A Transaction Advisory
Principal Adviser
●1/7/2017
- Now
Provide M&A advisory services to Private Equity and Public companies focusing on company Carve-outs and Integrations. Clients: (Advent International Partners, American Industrial Partners, Nielsen Holding (NLSN). • Facilitate senior leadership discussions to prioritize large scale cross functional projects that drive value creation in line with company strategy and provide leadership to execute those projects. • Develop effective integration models for acquisitions and lead cross functional team to execute on integration strategy and deliver synergies and growth premised in acquisition cases. • Support the development of (TSAs) and 100-day plans and partner with operational work stream executive leaders in exit planning for future state (replacement, stand up, onetime cost and ongoing operational costs). • (Separation Management Office)(IMO) execution for: HR, Finance, IT, Procurement, Manufacturing & EHS. • Chair / co-chair the separation steering committee on separation strategy / progress and ongoing commitments. • Highly regarded for my ability to engage, negotiate, and influence stakeholders at all levels, including C-Suite level and mentoring business executives in targeted business on deal process, expectations, and employee interactions. • Adept at leading organizations though significant transformations, demonstrated by serving as interim CTO, COO and Sourcing leader in various deals as needed.
GE
Senior Manager Operations Business Development
●1/10/2013
- 31/12/2017
Expert in leading the full cycle of M&A transactions: developing stand-alone costs, recurring and one-time cost models, developing integration plans, and creating future state operational models, day 1-100 plans. • Led cross-border M&A transactions in 8 countries. • Developed and negotiated (TSA) Transition Service Agreement, IP Agreements and Trademark License Agreements. • Designed repeatable M&A programs, play books, integration standards, and procedures used across the global business development function. • Led post-closing execution across concurrent integrations and divestment projects while leading a team of 45 cross functional project managers. • Served as the steering committee chair for project reviews and issue resolution.
GE
IT / Operations M&A Leader
●1/3/2004
- 31/10/2013
IT Leader with 10 years’ experience in leading and delivering technology to drive business value and simplification through GE’s global divestments program. • Subject matter expert in IT due diligence, strategic planning, project management, Day 1-100 planning and execution. • Created and led the divestment PMO for GE’s global divestments. • Led concurrent integration projects through all phases of a deal lifecycle. • Managed a team of 30 cross functional project managers in post-closing activities.
GE
IT Compliance Sox 404 leader
●1/4/2003
- 1/3/2005
Led execution of the initial adoption of the IT SOx compliance framework and certification process for 43 global finance systems.
GE
IT Manager
●1/1/1998
- 29/2/2004
• IT Team Leader - Led a team of 12 application architects supporting internal Audit staff and the Business Development functions. • Personal IT for the CXO’s - Mentored / trained Sr leadership on current technology offering and services. Hands on break fix at any Sr leader’s location. Prepared sites for leadership visits at GE and remote locations. • IT Helpdesk – Phone and deskside IT support for GE global workforce.• IT Team Leader - Led a team of 12 application architects supporting internal Audit staff and the Business Development functions. • Personal IT for the CXO’s - Mentored / trained Sr leadership on current technology offering and services. Hands on break fix at any Sr leader’s location. Prepared sites for leadership visits at GE and remote locations. • IT Helpdesk – Phone and deskside IT support for GE global workforce.
Education
Sacred Heart University
1/1/2006
- 1/1/2008
Completed 40 credits towards BA in Business, supplementing relevant business experience.
Licenses / Certificates
PeopleCert
ITIL v3 Foundation Certification
●1/2/2011
GE
Six Sigma Green Belt Certification
●1/9/2002
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