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704.651.1845

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Representative Clients & Engagements

  • PNC Financial

  • Bank of Montreal

  • Chemical Bank

  • Bank of New England

  • First Fidelity Bank

  • Fidelity Bank

  • Southeast Bank

  • Chase

  • Continental Illinois

Retail Securities

  • PNC Investments

  • Wachovia Securities

  • Freddie Mac

  • Merrill Lynch

Insurance

  • New York Life

  • BCBS New Jersey

  • BCBS Florida

Professional Services

  • Osprey Systems

  • ADS Financial Services

  • CapTech Ventures

  • Blue Sky Ventures

Diversified Other

Banking

  • John Crane Specialty

  • ATT Network Services

  • Viacom

  • LTV Corporation

  • LJ Hooker

  • Heck's Stores

  • Private Startups

Representative Clients

Strategy Alignment

Consolidated 4 divisions, 7 service lines, and 50 offerings into 2 operating units providing 5 offerings

Strategic Metrics

Tracked transition to new business model and performance targets via new metrics, BI tools, and dedicated Data Warehouse

Organization Structure

Consolidated Admin Functions to Transition from Direct Support to Shared Services 

Merger Integration

Instituted a cross-functional, multiple conversion “Wave Management” process to coordinate work stream planning and decision making

Interim Executive

Defined and created an enterprise business planning function and processes to improve project alignment, approval and investment

Build or Sell

Assisted management and investment firm to evaluate capabilities and determine positioning for "sell or grow" decision

Portfolio Alignment

Created a governance and resource allocation  process to prioritize and manage hundreds of post merger technology projects and demands

Startups to Fortune 100

PMG has assisted clients across industries, from emerging markets to midsize to large, complex institutions

Representative Engagements