Wise Rhino Group provides M&A Advisory Services for Retirement & Wealth Advisory Firms, Third-Party Administrators, and Financial Services Technology Firms. Our team brings over one hundred years of cumulative experience in the Retirement, Wealth, TPA and Insurance verticals to deliver unbiased counsel and guidance to every engagement. Providing an array of services, we leverage an extensive network of industry relationships, strong processes, internal research and proprietary database to offer valuable go-forward strategies for key partners. Our Core Services include: - Valuations & Financial Benchmarking - Mergers, Acquisitions & Sale Advisory - Business Strategy Consulting - Succession Planning - Industry Analytics & Perspectives For more information about Wise Rhino Group, visit our website at www.wiserhinogroup.com.

Worked with an amazing team to ensure the smooth and efficient integration of people, financials, and operations for our new agency partners. Being acquired is a intimidating and daunting task for both the agency principal and their employees so I strived to have the process be as transparent and seamless as possible.Held overall responsibility for all M&A integration activities for the fastest growing and most active acquirer in the insurance brokerage industry. Provided integration status dashboard reporting to the executive team, board of directors, and private-equity backers on a weekly basis.Collaborated with key stakeholders of the following areas to design the respective integration process and then to manage their ongoing progress: Financial, People, Compliance, IT, and Operations.Built an integration project management team to support our recent acquisitions with an overall net promoter score of 70% (Target of 50%). Head problem solver and final issue resolver for anything that the team could not handle

- Participated in due diligence meetings to obtain information necessary to develop an all-encompassing integration plan with Regional Operations and Financial Leadership.- Served as a key contact for the agency owner pre and post-acquisition with the responsibility to answer any questions regarding the integration process.- Conducted on-site visits to acquisitions which included an introduction to AssuredPartners insurance operations best practices, go-forward financial reporting requirements, and the set-up of their agency management system.- Developed an accurate opening balance sheet within the acquired agency’s general ledger and ensured proper submission of the Opening Balance Sheet Workbook to the Corporate Accounting team.- Reviewed and identified key aspects of the purchase agreements, both asset and stock purchases, to ensure specific items were addressed and any business questions posed by the seller could be answered.- Assessed the talent of the acquired accounting staff and performed training on AssuredPartners’ month end processes to establish accurate reporting of financials for the first month end following the acquisition.- Drove innovation and process improvement within the integration department, making signification contributions to the team’s workbooks and processes.

- Key team member of a 4 year on-going consulting project for a top 10 national insurance brokerage firm. Led multiple site visits at recent acquisitions and decentralized operations, involving process documentation (Narrative, RCMs, Process Maps), control design analysis, and operating effectiveness testing- Provided guidance to multiple publicly traded and private companies in diverse industries regarding compliance with the Sarbanes-Oxley Act and methodologies of implementing internal control frameworks- Interacted with client personnel, including upper management, to gain an understanding of business processes, request audit support, and analyze the effectiveness of internal controls- Led closing meetings with key project stakeholders, including CAO’s, CFO’s, and business managers, to discuss audit observations and develop remediation plans- Facilitated an entity-wide fraud risk assessment with for a global theme parks and resorts company with Senior Leadership. Performed a control and gap analysis for the high likelihood and high impact risks identified