Our team has extensive experience serving more than 300 colleges and universities across the United States—from small, private colleges to large, public universities. With a global breadth of resources and local depth of industry knowledge, we can support your merger, acquisition, or strategic partnership from beginning to end.
Financial & Scenario Modeling
Our dynamic, agile forecasting helps you create, manage, and visualize different assumptions and initiatives that can provide real-time analysis and integrated presentations of financial statements, cash flow projections, and ratio analysis. This resource can help create a clearer picture of your financial situation as you approach the strategic planning and due diligence processes.
Strategic Planning
Your strategic plan is like a road map. Based on our bold foresight and experience across multiple industries, we begin with a discovery period to learn more about your institution and its goals.
Then, we synergize those goals with your mission and available resources, helping you facilitate a plan that’s aspirational and attainable. This can be anything from strategic growth based on your current strengths to finding a path forward as part of another institution if your financial position is untenable.
Finally, we collaborate to help you develop a path forward with measurable key performance indicators to keep the plan on track.
Due Diligence Support
Whether you’re merging with another institution, acquiring, or being acquired, performing due diligence helps to avoid surprises and ensures all parties are aligned on the assets and risks associated with each party involved. Our team of professionals understands the complexities of your potential transaction and has the experience that allows for a consultative, rather than a cookie-cutter, approach.
Change Management
Whether you’re acquiring another institution, merging with a peer, or being acquired by another college or university, your faculty, staff, students, and community will feel the change. Managing it well is key to a successful strategic partnership.
IT Due Diligence
When considering a merger or acquisition, it’s crucial to have a team of practitioners who grasp the intricacies of your impending deal. Our professionals possess the experience, knowledge, and skills to provide a consultative approach that is adaptable and customized to meet your unique requirements. We’re experienced in providing IT due diligence that is based on your thesis of the institution’s value drivers. We collaborate with you to determine the most suitable scope of work.
Typical focus includes procedures aimed at identifying and quantifying these three areas:
- One-time expenditures that may be required to remediate significant deficiencies or upgrades to the IT systems
- The difference in required IT spending (up or down) compared with current levels
- Significant institutional risks being driven by the IT function
Post-Merger Integration
A merger isn’t complete once all parties sign an agreement. Facilitating a merger that helps reduce friction and incorporates the best of each legacy institution can be essential to success.
We can work with your team post-merger to help promote effective integration in these areas:
- Systems & Technology
- Policies & Procedures
- Leadership Team
- Organizational Design
