Supporting a Global Institutional Asset Manager (~$100B in AUM) with an evaluation and re-orientation of their growth centered Data, Analytics and Technology Roadmap.

The engagement includes:

Current-State Assessment: Conducting a thorough on-site evaluation of the client’s existing data infrastructure, technology systems, data management capabilities and governance practices.

Roadmap Re-orientation: Defining a multi-year roadmap that prioritizes initiatives across data-architecture modernization, cloud transformation, consumer-focused data management capabilities, advanced analytics, and data & analytics governance.

Technology Alignment: Recommending and vetting platforms and tools that align with the client’s operational needs and growth trajectory.

Change Management: Supporting internal alignment across business units to ensure successful adoption and sustainable impact.

We are providing client (~$17B Global organization) strategic, operational, and technical guidance in the development and execution of their Mergers & Acquisitions strategy centered on Data and Analytics.

The engagement includes:

Pre-Deal Assessment: Helping the client identify and evaluate potential acquisition targets through industry scans, financial analysis, operational benchmarking, and synergy modeling.

Due Diligence Support: Delivering rapid-turn, cross-functional due diligence to assess data, technology, and organizational readiness of target organizations.

Integration Planning: Building detailed integration plans that cover systems, data architecture, governance, and culture to ensure smooth post-close execution.

Go-to-Market Strategy: Partnering across stakeholders to develop and execute a GTM strategy that accelerates customer acquisition and boosts organizational revenue growth commitments. 

Providing strategic industry perspective along with domain expertise for a Private Equity owned global leader in Data, Analytics, and AI with a cross-industry international client base.

The engagement includes:

Industry Perspective: Providing an industry perspective to help shape the customer engagement model and establishing a path to value within the portfolio. 

Customer Engagement: Working with data and analytics service teams to evaluate offerings, be a voice of the senior customer data and analytics leader and frame strategic monetization opportunities.

Product Development: Advising and guiding the product development roadmap for the new market leading cross-industry data and analytics capabilities. 

Go-to-Market Strategy: Co-building the GTM strategy that accelerates customer acquisition and boosts organizational revenue growth commitments.

Engaged with an organization to develop and prepare a Data and Analytics leader for the ascendency and effectiveness in cross-functional executive role.