PeopleFirst M&A Partners provide multi-sector HR M&A advisory services across the M&A deal lifecycle: People Strategy, HR Due Diligence, and Integration (or Separation) Planning & Execution to maximize deal value for private and public growth companies.We offer PE advisory evaluating human capital risk areas and provide insights & mitigation plans aligning with the investment thesis and teams to achieve business goals.

(Multiple Roles) Interim/Fractional: Executive-level HR M&A advisory, HR, Strategy & Operations, and HR Transformation.

Gopuff is a leader in vertically integrated instant delivery. • Established and led a small, but mighty HR M&A team focused on deal execution, integration and change management. I also led several strategic cross-company initiatives.• Developed HR deal strategy and integration approach and oversaw implementation while providing strategic direction to HR M&A Deal Leads & Consultant(s)• Represented People & Culture (HR) in discussions and negotiations with target companiesKey integration projects: • Retail (BevMo! (CA/WA/AZ), Liquor Barn (KY), small liquor retail acquisitions)• Tech + Talent (RideOS) • International Expansion (Fancy, Dija)

Splunk is a platform for big data collection and analytics, often used to derive insights from huge volumes of machine data.• HR M&A Integration & Strategic Projects• Developed and executed on the long term HR M&A strategic roadmap & playbook to meet Splunk's inorganic growth goals• Delivered strategic deal and integration recommendations to integration leaders that shape HR M&A strategy

• Lead and developed strategic relationships with Corp Dev, Finance, Legal, Business Unit leaders and Integration teams through all phases of the M&A lifecycle.• Lead HR due diligence and integration planning. • Influenced and partnered within HR to manage and execute acquisition milestones and activities in a full deal lifecycle (e.g., preliminary people integration strategy, talent assessments, HR due diligence, deal documents, compensation design & presentation, benefits review, HR systems integration, immigration, relocation, onboarding)• Represented HR in discussions and negotiations with target companies

HR M&A Integration, Spin-offs, Executive Compensation, Total Rewards, Immigration, and HR Strategy / Performance Improvement AdvisorySectors Covered: Technology, Consumer Products, Healthcare, Life Sciences

Supported client executives and led large, multi-disciplinary M&A Integration teams:• Developed Functional Expertise (in HR, Sales & Marketing, Finance, and Ops), delivered M&A strategy and operational transaction consulting services supporting acquisition, carve-out, joint venture, and divestiture transactions. • Conducted due diligence activities related to M&A deals, including operational due diligence, financial analysis, deal negotiation and operational integration/separation planning for both buy and sell-side transactions. • Managed the formation of integration management offices (IMO), structuring of team roles and responsibilities, integration priorities, risk and issue identification and mitigation, synergy estimation and tracking, and ongoing integration execution• Developed interdependent project plans tied to transaction priorities, managed issue resolution, cost tracking, and program status reporting to executive leadership.Sectors Covered: Technology, Healthcare, Life Sciences, Consumer Products, Oil/Energy, Gaming/Entertainment

Strategy & Operations MBA Summer Internship:• Pricing strategy, structure, and a current state go-to-market process review for a major semiconductor company• Assessed current state process and design future state processes for go-to-market capabilities

Financial Planning & Analysis: • Monthly Revenue Budget + Quarterly OPEX budget consolidations• Post Merger (M&A) integration workstream lead for Finance & IT (5 acquisitions)• Management Reporting, SEC filingsFinancial Systems:• Design, Implementation and Management of planning / budget & forecasting tools• Founding member of Business Intelligence Center of Excellence

Business Intelligence & Data Warehouse consultingSectors covered: Publishing, TechnologyTechnology: Oracle, Cognos (IBM), SQL, Unix

People & Financial Analytics