Vector

dspade@calltoactionllc.com

Phone : 781-304-8825

MERGER AND ACQUISITION ADVISORY SERVICES

Leverage expertise and ensure the success of your acquisitions with experienced M&A consulting and advice for clients in the MSP and Channel Partnership space.

Contact Us
Developing highly customized strategies to bring businesses together through mergers and acquisitions.
Dori Spade delivers proven M&A advisory services and due diligence to guide our clients through the uncertain and volatile circumstances surrounding mergers and acquisitions.
If you’re looking to acquire or merge with a company, I can help by demonstrating the agility and commitment needed to ensure the entire process goes smoothly and achieves the expected results.

What M&A Advisory Can Do For You

How Dori, an MSP business transformation & Channel strategy expert, can help you ensure the success of your mergers and acquisitions.
Review Service Structure

Strong leadership will be key to the success of the business post the acquisition. Utilizing the expertise of a service delivery executive can help determine if the resources you are acquiring will meet the future needs of the organization and where they will be best utilized.

Assess Client Relationships

Speaking with current customers to understand the strength of the partnerships is essential. I will help you ascertain that you are not just hearing from a small subset of “happy customers” and identify red and yellow flags in customer relationships? Leveraging my expertise to get a true understanding of the client satisfaction of the target company.

Company Culture

One of the common challenges with client retention post an acquisition is the pain of change. Many times, this is caused by cultural differences between the before and after acquisition service models. I can help you understand the risk factors and what impact the new company processes will have on retention and ROI.

Employee Transitioning

Protecting valuable staff from the pain of change will be most important for retaining clients. Frequently the transition plan is insufficient to assure your new valuable resources are comfortable with the changes.  This can be well served by a focused transition plan that extends beyond the initial transition of services and leadership.

Our clients don’t get cookie-cutter solutions. They get sophisticated, bespoke expertise garnered from years of experience in assisting businesses.

What To Expect Working With Dori

With more than 17 years of experience building and augmenting teams, and working with managed service providers and channel partners, Dori offers comprehensive and customized Merger and Acquisition consulting services to overcome challenges, ensure success, and improve profitability.

A holistic approach
Together, we will devise an approach that works for you, and your business and chart the course for a successful acquisition. 
An alternative strategy
You’re in the right place if your current merger and acquisition processes aren’t delivering needed results. Let’s develop a working plan to make that M&A successful.
A personal touch
Every client gets access to personalized M&A consulting strategies that ensures 100% satisfaction with the service every step of the way.
Get In Touch Now
Start getting the results you expect from your merger and acquisition deals today as you work with an experienced advisor and consultant offering proven expertise.

    I had the opportunity to work with Dori for several years while at EveryNetwork. She is a strong operations manager, and was able to successfully drive both daily operations and new initiatives across a number of teams and clients.

    As VP of Services, she is a skilled strategic planner for clients and possesses the unique ability to advocate for clients, while also maintaining the delicate balance of the limitations and restrictions of internal teams and contracted services.

    Customer Success, Apogee IT Services

    Dori Spade; MSP Advisor
    Speak with Dori
    Discover what she can do to transform your business.

    MERGER AND ACQUISITION ADVISORY SERVICES

    Leverage expertise and ensure the success of your acquisitions with experienced M&A consulting and advice for clients in the MSP and Channel Partnership space.

    Contact Us

    MERGER AND ACQUISITION ADVISORY SERVICES

    Leverage expertise and ensure the success of your acquisitions with experienced M&A consulting and advice for clients in the MSP and Channel Partnership space.

    Contact Us

    Developing highly customized strategies to bring businesses together through mergers and acquisitions.

    Dori Spade delivers proven M&A advisory services and due diligence to guide our clients through the uncertain and volatile circumstances surrounding mergers and acquisitions.
    If you’re looking to acquire or merge with a company, I can help by demonstrating the agility and commitment needed to ensure the entire process goes smoothly and achieves the expected results.

    What M&A Advisory Can Do For You

    How Dori, an MSP business transformation & Channel strategy expert, can help you ensure the success of your mergers and acquisitions.

    Review Service Structure

    Strong leadership will be key to the success of the business post the acquisition. Utilizing the expertise of a service delivery executive can help determine if the resources you are acquiring will meet the future needs of the organization and where they will be best utilized.

    Assess Client Relationships

    Speaking with current customers to understand the strength of the partnerships is essential. I will help you ascertain that you are not just hearing from a small subset of “happy customers” and identify red and yellow flags in customer relationships? Leveraging my expertise to get a true understanding of the client satisfaction of the target company.

    Company Culture

    One of the common challenges with client retention after an acquisition is the pain of change. Many times, this is caused by cultural differences between the before and after acquisition service models. I can help you understand the risk factors and what impact the new company processes will have on retention and ROI.

    Employee Transitioning

    Protecting valuable staff from the pain of change will be most important for retaining clients. Frequently the transition plan is insufficient to assure your new valuable resources are comfortable with the changes.  This can be well served by a focused transition plan that extends beyond the initial transition of services and leadership.

    Our clients don’t get cookie-cutter solutions. They get sophisticated, bespoke expertise garnered from years of experience in assisting businesses.

    What To Expect Working With Dori

    With more than 17 years of experience building and augmenting teams, and working with managed service providers and channel partners, Dori offers comprehensive and customized Merger and Acquisition consulting services to overcome challenges, ensure success, and improve profitability.

    A holistic approach

    Together, we will devise an approach that works for you, and your business and chart the course for a successful acquisition.

    An alternative strategy

    You’re in the right place if your current merger and acquisition processes aren’t delivering needed results. Let’s develop a working plan to make that M&A successful.

    A personal touch

    Every client gets access to personalized M&A consulting strategies that ensures 100% satisfaction with the service every step of the way.

    Get In Touch Now

    Start getting the results you expect from your merger and acquisition deals today as you work with an experienced advisor and consultant offering proven expertise.

      Testimonials

      I had the opportunity to work with Dori for several years while at EveryNetwork. She is a strong operations manager, and was able to successfully drive both daily operations and new initiatives across a number of teams and clients.

      As VP of Services, she is a skilled strategic planner for clients and possesses the unique ability to advocate for clients, while also maintaining the delicate balance of the limitations and restrictions of internal teams and contracted services.

      Customer Success, Apogee IT Services

      Dori Spade; MSP Advisor

      Speak With Dori

      Discover what she can do to transform your business.
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