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M&A Advisory Services

Inform your M&A Transactions with meaningful Technology, Cyber, Analytics, and Operational insights.

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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.

We have been working for years with Messina Group as trusted advisors for all things data and analytics. They’ve helped us elevate our reporting and time to action to real-time insights into all our KPIs. 

Having rolled this out to our 700+ locations across nine concepts, this is truly impacting our performance with data-led decisions at all levels of the organization.

David Tresko

Executive Vice President, Revenue Management

Messina Group is our top-quality partner for diligence and value creation implementation. They do far more than box checking, going the extra mile to understand our businesses and end user needs to develop the right roadmap that fits the business strategy and maximize ROI.

Messina’s diligence work is top-notch, but post-acquisition is where they really shine. In addition to systems integration and analytics, they recommended divesting an internal IT organization, which unlocked millions of dollars and expanded margins.

Dan Williams

Principal

As a true business partner for VERTEX, Messina Group has added value to our organization over the past few years. VERTEX is growing and needs IT and IS solutions that scale with our company, so Messina worked with us by first performing due diligence and advising on areas for improvement, then integrating Power BI with our web applications.

Messina later helped us through the divestiture of one of our business units. We’ve valued Messina’s expertise and have enjoyed working with them.

James B. O'Brien

Vice Chairman of the Board

I thought Messina did a really nice job. We came out of their presentation with a very good understanding of what our Target has compared to what our platform company has, the pros and cons of each, and the possible paths forward.

As if not more important, Messina did a nice job tying it back to the business value. On all those fronts, I can’t say I have come out of any other IT diligence readout feeling the same way.

John Compall

Partner

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

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We have been working for years with Messina Group as trusted advisors for all things data and analytics. They’ve helped us elevate our reporting and time to action to real-time insights into all our KPIs. 

Having rolled this out to our 700+ locations across nine concepts, this is truly impacting our performance with data-led decisions at all levels of the organization.

David Tresko

Executive Vice President, Revenue Management

M&A Due Diligence Offerings

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.

Technology Due Diligence


Buy-Side Problem:

Most Buyers view Technology Due Diligence as a check the box exercise which offers little strategic value. Additionally, your Deal Team has a tight timeline to close the transaction and the Target’s management team is stretched. However, Digital Transformation is a major driver for accelerating Value Creation and as a Buyer, you need a trusted partner who can execute a comprehensive business driven Technology diligence engagement.

Sell-Side Problem:

When preparing to Go-to-Market to sell a company, Sell-Side diligence is typically not considered and becomes a missed opportunity. Going to Market with a data-driven story and your data prepared to support the process, enhances your value and accelerates your Time-to-Close. And understanding the “Art of the Possible” and how Digital Transformation can accelerate the Buyer’s Value Creation Plan needs to be understood. Yet most Sellers Go-to-Market without executing a Sell-Side diligence engagement.

Our Solution:

A holistic business driven Technology diligence engagement decreases your risk and accelerates 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 informs and complements your Value Creation plan.

The Messina Group Difference

Much more than an “IT Check the Box” engagement :

  • Accelerates Value Creation
  • Understand the Data behind the story
  • Incorporates a Business-driven approach to Technology Diligence
  • A Holistic scope across People / Process / Technology / Analytics
  • Senior delivery team with extensive M&A, Operations, and Technology expertise

First 100 Day Insights


FastTrack 100 logo

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.

Messina Group's FastTrack™ 100 Analytics solution dashboard image

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