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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

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Strategy Alignment

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

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

Organization Structure
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Consolidated Admin Functions to Transition from Direct Support to Shared Services 

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

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

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

Portfolio Alignment

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

Startups to Fortune 100
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PMG has assisted clients across industries, from emerging markets to midsize to large, complex institutions

Representative Engagements

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