• 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

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