Pathfinder Advisors
Pathfinder Advisors
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Operations & Technology Expertise for Mergers & Acquisitions and IPO

Operations & Technology Expertise for Mergers & Acquisitions and IPO Operations & Technology Expertise for Mergers & Acquisitions and IPO Operations & Technology Expertise for Mergers & Acquisitions and IPO

Operations & Technology Expertise for Mergers & Acquisitions and IPO

Operations & Technology Expertise for Mergers & Acquisitions and IPO Operations & Technology Expertise for Mergers & Acquisitions and IPO Operations & Technology Expertise for Mergers & Acquisitions and IPO

About Pathfinder Advisors

Expertise. Experience. Capability. Value.

At Pathfinder Advisors, we specialize in enabling successful transactions through deep operational and technology insights, recognizing the critical role these play in today's complex Mergers & Acquisitions, IPO readiness, and company restructuring environment. With over 30 years of experience across six continents, we provide the quality of a Big 4 firm but with a value-driven fee structure. We're committed to collaborative partnerships, working seamlessly with your internal teams and external advisors to ensure optimal outcomes. 


We address common transaction pain points, such as integration challenges, technology risks, and operational inefficiencies by providing clear, actionable insights. Whether you're a buyer, seller, investment bank, or private equity firm, we're here to guide you through every stage of your transaction, ensuring you achieve your strategic objectives.

Who We Serve

Private Equity Firms

Private Equity Firms

Private Equity Firms

Private equity firms face a multitude of challenges when evaluating potential mergers & acquisitions, acquisitions and investments, with many of them driven by how the companies operate and how they leverage technology to make those operations more efficient. Getting deals to close is even more challenging in the current environment where

Private equity firms face a multitude of challenges when evaluating potential mergers & acquisitions, acquisitions and investments, with many of them driven by how the companies operate and how they leverage technology to make those operations more efficient. Getting deals to close is even more challenging in the current environment where Representation & Warranty Insurance has almost become standard, complex carve-outs often are needed as part of the transaction structure, and there is an increasing priority for immediate value creation after closing. 


Pathfinder Advisors provides deep operational and technology due diligence capabilities prior to closing to assess target companies, identifying risks (e.g., legacy systems, cybersecurity vulnerabilities) and opportunities (e.g., technology-driven growth potential), and plan, manage, and drive execution of post-acquisition value creation efforts.

Investment Banks

Private Equity Firms

Private Equity Firms

Investment banks require precision and insight to successfully execute Mergers & Acquisitions, IPOs, and company restructuring transactions in an increasingly challenging economic, regulatory, and risk environment. Buyers and analysts increasingly are diving deeper into operations and technology matters and looking at broad aspects of cap

Investment banks require precision and insight to successfully execute Mergers & Acquisitions, IPOs, and company restructuring transactions in an increasingly challenging economic, regulatory, and risk environment. Buyers and analysts increasingly are diving deeper into operations and technology matters and looking at broad aspects of capacity, scalability, and sustainability of the companies they are considering. Everything they find becomes a possible challenge to valuations, getting companies to market, and getting deals closed. 


Pathfinder Advisors offers unique 'Buyer's Eye' and 'Analyst's Eye' assessments, swiftly pinpointing potential issues and opportunities. We then deliver crucial M&A sell-side operations and technology due diligence to identify potentials issues to address proactively or opportunities to highlight, or similar efforts pre-IPO to  enhancing the offering's attractiveness by addressing investor concerns related to technology controls, operational efficiencies, and the overall technology strategy. Throughout, we work collaboratively with your financial, legal, and commercial advisors, enhancing their processes and leveraging their insights to inform our own.

Family Offices

Private Equity Firms

Corporate Buyers and Sellers

Family offices prioritize long-term investment strategies and require a thorough understanding of operations and technology risks and opportunities in mergers & acquisitions and divestitures.

Pathfinder Advisors delivers the same level of operational and technology due diligence and value creation capabilities we offer to private equity

Family offices prioritize long-term investment strategies and require a thorough understanding of operations and technology risks and opportunities in mergers & acquisitions and divestitures.

Pathfinder Advisors delivers the same level of operational and technology due diligence and value creation capabilities we offer to private equity firms for Family Offices as well, but tailored to ensure alignment with strategic, long-term objectives critical to the families you serve.

Corporate Buyers and Sellers

Restructuring Firms and Advisors

Corporate Buyers and Sellers

Corporate buyers and sellers need to ensure smooth and efficient transactions, minimizing disruption and maximizing value. While many of the challenges and approaches to addressing them are common across buy-or sell-side mergers & acquisitions transactions and IPO readiness efforts, there are distinct differences in execution. Finding adv

Corporate buyers and sellers need to ensure smooth and efficient transactions, minimizing disruption and maximizing value. While many of the challenges and approaches to addressing them are common across buy-or sell-side mergers & acquisitions transactions and IPO readiness efforts, there are distinct differences in execution. Finding advisors and internal leaders who can bridge that gap can be a significant challenge in its own right.


Pathfinder Advisors provides comprehensive operations and technology due diligence and other assessments, exit readiness support, and carve-out/integration planning, as well as the experience to apply them in the specific context of corporate buyers and sellers. This helps our clients better prepare for the transaction, manage the broad and often conflicting priorities of multiple stakeholder groups, and retain your critical employees throughout the process.

Restructuring Firms and Advisors

Restructuring Firms and Advisors

Restructuring Firms and Advisors

Firms offering leading company restructuring efforts require rapid and effective operational and technology solutions to maximize value recovery and operational efficiency during challenging times. Financial priorities and court mandates often can set without a clear understanding of the company's current capabilities and result in decisi

Firms offering leading company restructuring efforts require rapid and effective operational and technology solutions to maximize value recovery and operational efficiency during challenging times. Financial priorities and court mandates often can set without a clear understanding of the company's current capabilities and result in decisions that separate critical employees and liquidate critical assets needed by the company to fulfill ongoing contracts and other legal obligations.

Starting with a unique 'Restructuring Timeline and Resource Assessment', Pathfinder Advisors provides specialized planning and execution support, addressing operations- and technology-related liabilities and navigating the complexities of complex operational structures and legacy systems to facilitate successful restructuring outcomes.

Professional Services Firms

Restructuring Firms and Advisors

Restructuring Firms and Advisors

Professional services firms can enhance their existing service offerings and create accretive revenue streams by offering complementary services like operational and technology due diligence, which informs and enhances existing financial and commercial due diligence offerings and drives post-close value creation opportunities, and carve-o

Professional services firms can enhance their existing service offerings and create accretive revenue streams by offering complementary services like operational and technology due diligence, which informs and enhances existing financial and commercial due diligence offerings and drives post-close value creation opportunities, and carve-out/integration planning, management, and support services which create a funnel for existing services to be incorporated into the execution.

Pathfinder Advisors, via a collaborative partnership, can allow professional services firms to sell and provide those services on a "white label" basis with significant margins without the expense of hiring a team internally. For those professional services firms who wish to develop these capabilities internally, Pathfinder Advisors can help develop and stand-up new practices to deliver these capabilities in-house, hire new or leverage existing employees to sell and deliver those services via existing personnel or new employees hired into the practice, and provide education and mentoring services to help them do so effectively.

Overview of Our Services

Buy-Side M&A

Comprehensive Support for Buyers

Pre-Transaction

- Platform assessment​

- Integration readiness assessment​

- Operations & technology capability maturity assessment​

Pre-Close

- Operations & technology due diligence​

- Carve-out due diligence​

- Synergy assessment​

- Due diligence management​

- Transition services agreement negotiation support

- Integration Management Office (IMO)

- Integration due diligence and pre-close planning

Post-Close

- Integration management​

- Carve-out management​

- Synergy management​

- Transition services management​

- Operations & technology planning and roadmap

- Integration playbook

Sell-Side M&A

Comprehensive Support for Sellers

Pre-Transaction

- "Buyers Eye" and sell-side readiness assessments

-  Sell-side operations & technology due diligence

-  Transition/carve-out planning, management & support

-  Transition Services Agreement development & support

-  Operations & technology assessment and roadmap

Pre-Close

- Sell-side operations & technology due diligence support

- Carve-out Management Office (CMO)​

- Carve-out planning support​

- Transition Services assessment/negotiation support 

Post-Close ​

- Carve-out management

- Transition Services Agreement management

- Carve-out playbook development (if applicable)

IPO Readness Support

Comprehensive Support for Pre-IPO Companies

Pre-IPO Transformation

- "Analyst's Eye" assessment

-  Operations & Technology due diligence assessment​

-  Value story creation support​

-  Underwriter due diligence support​

- Carve-out planning (if applicable)​

- Integration planning (if applicable)

IPO Transaction

- Roadshow support​

- Registration document preparation support​

- Carve-out management (if applicable)​

- Integration management (if applicable)

Post-IPO

- Operational value creation planning and support​

- Carve-out management (if applicable)​

- Integration management (if applicable)​

- Transition services management (if applicable)

- IPO readiness playbook (if applicable)

Restructuring

Comprehensive Support for Restructuring

Assessment and Planning

- Operational and technology due diligence

- Technology strategy review

- Carve-out and integration planning

- Exit readiness assessment

Implementation

- Operations and technology implementation support

- Carve-out and integration management and support

- Operations and technology optimization

- Interim management support

Monitoring and Adjustment

- Operational performance monitoring

- Post-restructuring value creation planning

- Ongoing support and advisory (board/executives)

Our Industry Experience

  • Aerospace​
  • Consumer Products​
  • Defense​
  • Energy​
  • Financial Services​
  • FinTech
  • Government Services
  • Healthcare
  • Insurance
  • Life Sciences
  • Manufacturing​
  • Media & Entertainment​
  • Mining​
  • Professional Services​
  • Retail​
  • Technology & Software

Pathfinder Advisors' Principal Consultant

Matt Podowitz, Principal Consultant, Pathfinder Advisors. Over 31 years of supporting M&A and IPOs

Matt Podowitz, Founder and Principal Consultant

Matt Podowitz brings over 31 years of diverse experience to the table, having navigated over 400 engagements across six continents. His deep expertise spans Mergers & Acquisitions, IPO readiness, and company restructuring, with a particular focus on the critical role of operations and technology. 


Matt's unique blend of global insight and hands-on experience allows him to provide practical, actionable advice that drives successful transactions. He's passionate about collaborative partnerships, working alongside clients and their advisors to achieve exceptional outcomes. He is acutely aware of the common pitfalls that can derail transactions, and his expertise is deployed to mitigate these risks. 


As a dual US/EU citizen, Matt can offer seamless support in both markets and drive your transaction's success, wherever it takes you.

Our Commitment to Community and to Ethical Consulting Practices

Our Commitment to Community

We believe professional service firms have a fundamental obligation to strengthen the communities in which they operate. Recognizing the vital work of charitable organizations dedicated to human and animal welfare, we are committed to providing as much skills-based pro bono consulting as we are able to enhance their governance and operational efficiency. Our goal is to empower these organizations to amplify their impact and better serve those in need. Additionally, we actively encourage and enable other consultants to join us in this endeavor, fostering a collaborative spirit of community support. If you are involved with or support a non-profit organization focused on human and animal welfare seeking to elevate your effectiveness, we invite you to contact us to explore how we may be able to assist you in fulfilling your mission. 

Commitment to ethical consulting practices

Our Commitment to Ethical Consulting Practices

Our commitment to ethical consulting practices is unwavering, rooted in the belief that trust and integrity are paramount in serving our clients and communities. To uphold these principles, we have adopted the Institute of Management Consultants' groundbreaking Code of Ethics, which emphasizes maintaining the highest standards of professional conduct, ensuring client confidentiality, avoiding conflicts of interest, providing services within our areas of competence, and acting with objectivity and integrity. By working with firms and consultants that adhere to this code, clients can be assured of receiving services characterized by transparency, accountability, and a genuine dedication to their best interests, fostering a strong foundation for successful and sustainable outcomes. 


The IMC's Code of Ethics is available here: https://www.imcusa.org/wp-content/uploads/2023/02/imc_usa_code_of_ethics__final_.pdf

Commitment to community via skills-based pro-bono consulting

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