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Messina is recognized by leading Private Equity firms and Corporate Development leaders for bringing a holistic, business-centric approach to our M&A Advisory engagements.
Our Diligence subject matter experts combine deep M&A, Operational, Analytics, and Technology experience and provide insights at the intersection of Business and Technology.
Then we partner with our clients post-close – During the First 100 Days and beyond – to help them execute and accelerate their Value Creation Plans.
I have trusted Messina Group as my Sales and Marketing Advisor for several years. Their team did all the heavy lifting…to more than double my national sales team and … provided the Analytics we needed to help us improve our Pricing decisions and increase our overall Gross Margins.
Thomas Caffery
Chairman & CEO
From the initial strategy through implementation, Messina Group has been instrumental in guiding us through our transformation to a data-driven organization with the insights we need.
Thomas Parkinson
Co-Founder
Messina Group helped Republic organize and analyze our data, giving us better insights to make process improvements which yielded significant savings.
Scott Hornback
VP of Finance & Principal Accounting Officer
“My Messina Group team is always responsive, flexible, knowledgeable, and easy to work with.”
Lisa Rovner
Director of Sales Operations
We have had a great experience working with Messina as our IT diligence provider. Their work is thorough and insightful, while also being minimally disruptive to management teams.
The team is very easy to work with and takes a personal approach with their clients that goes above and beyond what you would typically expect from a third-party diligence provider.
Michael Hamod
Vice President
I have trusted Messina Group as my Sales and Marketing Advisor for several years now so I could focus on driving revenue.
Their team did all the heavy lifting to help me source and vet the new Sales talent I needed to more than double my national sales team and helped us improve our Sales Process and productivity.
Thomas Caffery
Chairman & CEO
Messina Group has become one of our favored partners. They have performed well in IT Due Diligence projects, cost and capability studies for our entire portfolio, and IT recruiting.
As an Operating Partner for a lower middle market firm, I value trusted partnerships and personal relationships with a handful of partners. Working with Messina is good value and provides peace of mind.
Bob Hund
Operating Partner
M&A Readiness Assessment
What are the M&A integration capabilities of your Target and where are the gaps?
Can the Technology scale support my Value Creation Plan? What are the major Gaps and Opportunities?
Data and Analytics Diligence
Bring clarity to your Target’s Analytics maturity, opportunities, and business value.
M&A Due Diligence
Operations Diligence (People and Process)
Understand where the inefficiencies and opportunities are and the business case to optimize operations.
Cybersecurity Diligence
A comprehensive Cybersecurity Risk Assessment and Mitigation plan.
Integration Diligence
Understand the integration approach and state of prior acquisitions and identify integration opportunities and business value.
Featured Client Success Stories
Read our new thought leadership on how PE-backed CFOs can navigate the first 100 days post-acquisition
IT Due Diligence
Problem:
Your Deal Team has a tight timeline to close the transaction and the Target's management team is stretched. But you know Digital Transformation and scalability are major drivers for accelerating Value Creation. Additionally, with the rapid advancement of generative AI technologies, you need to understand your Target's AI readiness and ability to implement and execute on your value creation plan.You need a trusted partner who can execute a comprehensive, business-driven Technology due diligence engagement quickly and accurately.
Our Solutions:
Messina Group is your trusted partner to decrease your risk and accelerate the M&A process. Our senior team of business and technology leaders have hands-on M&A experience, are skilled at identifying and quantifying Value Creation opportunities, and understand how data and emerging technologies inform and complement your Value Creation plan. Our expertise in generative AI assessment ensures you capture the full potential of artificial intelligence in your M&A strategy.The Messina Group Difference:
- Accelerates Value Creation through a strategic technology Assessment and AI readiness evaluation
- Understand the Data behind the story and its potential for AI/ML applications
- Incorporates a Business-driven approach to Technology Diligence with focus on emerging technologies
- A Holistic scope across People / Process / Technology / Cybersecurity / Analytics / AI Innovation
- Senior delivery team with extensive M&A, Operations, Technology, and AI transformation expertise
Ways we Help:
Technology Due Diligence Assessment
Our comprehensive Technology Due Diligence engagement includes:
- - IT Organization & Infrastructure
- - Cybersecurity & Risk
- - Data & Analytics Capabilities
- - Operational Technology
- - Strategic Value Creation Roadmap
- - Data & Application Integration
- - Enterprise Architecture
- - IT Rationalization Spend
Generative AI Roadmap Assessment
Our comprehensive Gen AI evaluation includes:
- - AI Readiness Analysis
- - Use Case Identification
- - Implementation Framework
- - Value Creation Potential
- - Risk Assessment
Advanced Code Analysis & Technical Debt Assessment
Our comprehensive Code Review service provides deep insights into custom-developed software assets:
- - Architecture Assessment
- - Code Quality Analysis
- - Development Practice Review
- - Integration Capabilities
- - Modernization Potential
The Messina Group Difference:
- Accelerates Value Creation through a strategic technology Assessment and AI readiness evaluation
- Understand the Data behind the story and its potential for AI/ML applications
- Incorporates a Business-driven approach to Technology Diligence with focus on emerging technologies
- A Holistic scope across People / Process / Technology / Cybersecurity / Analytics / AI Innovation
- Senior delivery team with extensive M&A, Operations, Technology, and AI transformation expertise
First 100 Day Insights
Our M&A Analytics SWAT Team™ will empower your Leadership Team to quickly evaluate your new company and deliver the critical Line of Sight you need to understand your business in less than 100 days.
Exit Preparation & Advisory
Exit Strategy & Planning
Applying our proven methodology, our Exit strategists partner with you to help you start planning 12-18 months ahead of your desired exit event.
We stay with you through your transaction and beyond to help de-risk your Go to Market process, accelerate time to close, and maximize your EMV.
Transaction PMO
We can manage the planning and Market-to-Close execution teams and process to increase the velocity and success of your exit event.
We stay with you through your transaction and beyond to help de-risk your Go to Market process, accelerate time to close, and maximize your EMV.
Accelerate your GTM process and create a more dynamic presentation of your PortCo’s value in your CIP with Messina’s custom Deal Analytics dashboards.
