We work with numerous businesses and other organizations to innovate and support the delivery of our M&A Integration services to our clients. 

The following links are provided as references to third parties with whom we work and recommend.

Information Technology Strategy and Integration

BostonCIO is a senior-level, information technology consulting firm of experienced IT practitioners.  BostonCIO brings practical, technical credibility to their IT strategy, diligence, architecture and implementation management work across a broad range of client engagements. Interacting at both the strategic level with executive teams and more detailed, tactical and operating levels, they have delivered defined-scope and Shared-Basis CIO™ and Shared-Basis CTO™ consulting for two decades. They have assisted hundreds of organizations with complex, highly visible and time-sensitive projects centering on technical assessments, due diligence, carve-outs, project rescue and turn arounds. Their demonstrated success and efficiency in complex IT projects has delivered significant value to Buy and Sell side stakeholders via direct client engagements and their private equity, investment banking and other professional services partnerships.

Contact:    Richard Cohen, Managing Partner   -  -    (508) 265-7277


Organizational Culture Due Diligence, Assessment and Integration

A global enterprise specializing in aligning culture with infrastructure and strategy. Vector Group has unique and deep expertise in cultural due diligence, assessment and integration and has helped many organizations achieve post-merger success over the past two decades. Vector’s cultural assessment process documents and measures current managerial and staff behavioral patterns and contrasts those to the patterns the organization requires to successfully implement its strategy. We bring perspectives from almost 40 years of practice across numerous industries on a global basis. We have a sterling history in transforming organizations by achieving strategic intent and delivering results.    We are leaders in organizational effectiveness.

Contact:    Gary W. Craig, Managing Partner, COO The Americas & Asia   -   -   (800) 566-0877


Branding and Marketing Agency

Founded in 1990, The Monogram Group is a branding agency specializing in repositioning middle market brands for business performance. Whether internal dynamics have changed (e.g., new leadership through a merger or acquisition, new products and services to launch, etc.) or there's a need to reposition your brand to address rapidly changing market conditions, Monogram builds smart, actionable programs that deliver results. Our clients have come from 4 countries, 14 states and 25+ categories, and one brand we built was sold for $12 billion. In addition, we were just rated a Top 20 Chicago agency by Chances are, we can bring that depth of experience and proven performance to bear on your post-merger integration challenges.

Contact:   Scott Markman, President   -   -   312-726-4300


Currency Advisory and Payment Services

Bannockburn Global Forex, LLC is a boutique capital markets trading firm specializing in currency advisory and payment services. The firm is purely client-oriented and their basic model is to combine expert counsel and pre-trade analytics with low-cost execution. The financial world has fundamentally changed. Volatility is more extreme and with new regulations, financial institutions can no longer transfer risks to their customers or price their services in a non-transparent fashion.

Contact:  Dan Flanigan, Managing Partner   -  -  513-212-6810




Family Office Association

The Family Office Club is the largest family office association in the industry, with 90,000+ current members, and the premier family office conference provider.  Since 2007, the organization has been helping form family offices, fostering a valuable peer network, hosting the industry’s best events, and serving as an educational resource to members of the family office community.  Members of the Family Office Club enjoy quarterly family office conferences, exclusive investor data solutions, and family office training resources. 

Contact:   Richard C. Wilson, Founder and CEO   -    -    (305) 503-9077


Human Resources - Benefits and Insurance

CBIZ Employee Services Organization’s employee benefits consulting helps you develop a foundation for success, consistently provides you high-touch service and guides your overall strategy to ensure holistic health and benefit plan prosperity. With over 100 offices and over 4,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. While maintaining a close, one-on-one relationship with you, we are able to help you eliminate the inefficiencies associated with the use of multiple vendors.

Contact:   Todd Gordon, Vice President    -   -   770-858-4801

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