PLC Strategies

Selected work

Complex transitions, executed with structure

A selection of engagements across energy, mining, healthcare technology, home services, and private equity — from reverse carve-outs to platform consolidation and market strategy.

How we begin

Every engagement starts with the same disciplined path to Day 1 readiness

  1. 01

    Assessment & Planning

    Comprehensive current-state assessments, integration or separation requirements, dependency mapping, and detailed plans with clear milestones and success criteria.

  2. 02

    Governance & Structure

    Integration or Separation Management Offices with defined governance models, steering committees, workstream structures, and decision-making frameworks.

  3. 03

    Execution & Orchestration

    Day-to-day management of integration or separation activities, coordinating workstreams, tracking progress, and proactively addressing risks as they emerge.

  4. 04

    Change Management & Adoption

    Communication strategies, stakeholder engagement plans, training programs, and adoption metrics that keep organizations ready and disruption low.

  5. 05

    Value Realization & Sustainment

    Synergy capture, integration KPIs, benefit realization, and sustainable operating models that deliver value well beyond the transition period.

Case studies

A few examples of our work

British Petroleum (BP)

Energy · Divestiture

Challenge

Following the Deepwater Horizon incident, BP divested its Natural Gas Liquids (NGL) business to strengthen its legal reserves.

What we did

  • Planning for reverse carve-out and divestment
  • Resource allocation and capacity planning
  • Separation sequencing across affected functions

Sandvik

Mining & Industrials · Carve-Out

Challenge

A Swedish mining tools company divesting its oil and gas business required a clean separation of shared technology.

What we did

  • Reverse carve-out of all IT systems
  • Communications planning
  • Resource planning
  • Support services planning

PracticeTek

Healthcare Technology · Platform Consolidation

Challenge

A private equity firm holding 10+ electronic health record (EHR) platforms across dental, orthodontics, optometry, chiropractic, physical therapy, and medical spas needed to consolidate onto best-in-class systems.

What we did

  • Conducted market analysis on EHR platforms
  • Managed the technical team for platform assessment
  • Framed consolidation criteria for portfolio-wide decisions

WorkWave

Home Services · Brand Strategy

Challenge

A private equity firm with multiple pest control holdings competing in the same market needed to decide whether to consolidate brands or operate them separately.

What we did

  • Market analysis on pest control services in the targeted market
  • Audience research across overlapping customer bases
  • Go-to-market strategy for brand consolidation

Private Equity Portfolio

Private Equity · Commercial Strategy

Challenge

A private equity firm held technology assets marketed independently, with no partner programs and no shared market positioning.

What we did

  • Built out channel partner programs
  • Created a go-to-market program for consolidation of services and market positioning
  • Market analysis on SaaS sales enablement solutions

Fulcrum Biometrics

Biometrics · Growth & Enablement

Challenge

Global marketing and sales strategy was needed for a portfolio of biometrics solutions sold across multiple regions.

What we did

  • Provided embedded commercial leadership to the marketing team
  • Created go-to-market plans
  • Built the social media strategy
  • Trained sales teams and advised on more effective CRM adoption
  • Conducted market analysis on a new product offering

Results

  • Improved campaign performance
  • Built out a global partner program

Facing a transition of your own?

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