Monty Pandey
M&A and Transformation Executive
Involved in M&A transactions with total deal value of $20 Billion, and led 50 Transformations with more than $100 million of business impact. Engineer, with 25 years of experience in Management Consulting,
By the Numbers
Monty has significant M&A and Transformation experience
M&A Transactions
$ Billion M&A Deal Value
Business Transformations
$ Million Business Impact
Years of Management Consulting
Summary
Influential, forward-thinking leader with deep experience in mergers and acquisitions (M&A), business transformations and program management.
Solid history of providing management consulting services to diverse companies across multiple industries.
Proven success managing large programs with multiple parallel projects to optimize organizational synergies and achieve desired outcomes.
Areas of Expertise
M&A Strategy & Execution, M&A Integrations and. Divestitures, Business Strategy & Execution, Business Transformation, Digital Transformation, Corporate Financials, Program & Project Management, Change Management, ERP Implementations, Cloud and SaaS Implementations & Support, Global Business Services
Management Consultant
As a management consultant, Monty consults with clients on projects related to Mergers & Acquisitions, Transformations and Program Management to drive growth and business value. He advises on Business and Operations Strategy, Value Creation, Transformation, Program Management and Change Management.
100
We guarantee 100% satisfaction with our services, and will strive to deserve your appreciation & reference
Experience Summary
Mergers & Acquisitions
- Focused on M&A to deliver deal value; involved in multiple M&A integrations and divestitures, with a total deal value of $20B.
- Evaluated corporate financial statements and performed financial modeling to support deals.
- Led M&A deal team, including lawyers, accountants and consultants to deliver deal value. Managed Integration
- Management Office (IMO) and Separation Management Office (SMO). Drove multiple parallel projects.
M&A Transactions:
- Jacobs ECR / Worley Parsons ($3.2B, 2019)
- Jacobs / CH2M ($3.3B, 2018-2019)
- GE Appliances / Haier ($5.6B, 2015)
- Real Page/Yield Tech ($10M, 2015)
- ITW/Signode / Carlyle Group ($3.2B, 2014)
- Ingersoll Rand / Hussmann ($1B, 2011)
- AMLI / Morgan Stanley ($2.1B, 2006)
- ACCO Brands / GBC ($1B, 2005)
- Fortune Brands / ACCO Brands ($1B, 2005)
Business Transformation
- Led transformations at 50 companies over course of career, delivering hundreds of millions of dollars in business impact.
- Managed the governance infrastructure including the Transformation Office (TO), tools, systems, meeting cadence and management reporting. Coordinated with internal and external stakeholders.
- Owned business strategy and execution, digital transformation, program and project management, change management, global business services.
- Managed corporate financials, supply chain, manufacturing and human resources
- Served in diverse roles, including program director, program manager, project manager, business leader and IT leader
- Transformed customer and employee experience, operations and business model. Implemented an agile architecture where digital assets like technology, functionality and data could be securely leveraged, reused, combined and shared.
- Managed changing business models impacted by key technologies, including social, mobile, analytics, embedded devices, cloud, big data, automation and internet of things.
Program Management
- Led transformations at 50 companies over course of career, delivering hundreds of millions of dollars in business impact.
- Managed the governance infrastructure including the Transformation Office (TO), tools, systems, meeting cadence and management reporting. Coordinated with internal and external stakeholders to deliver on key transformations.
- Owned business strategy and execution, digital transformation, program management, project management, change management and global business services.
- Managed corporate financials, supply chain, & manufacturing
- Served in diverse roles, including program director, program manager, project manager, business leader and IT leader.
- Transformed customer and employee experience, operations and business model. Implemented an agile architecture where digital assets like technology, functionality and data could be securely leveraged, reused, combined and shared.
- Managed changing business models impacted by key technologies, including social, mobile, analytics, embedded devices, cloud, big data, automation, internet of things, 3D printing, robots and drones, augmented reality, and personalization
Technology Platforms
- Oracle Fusion Applications
- Oracle Cloud
- Netsuite
- Microsoft Azure
- Microsoft Dynamics
- Microsoft Office 365
- Amazon Web Services (AWS)
- Salesforce
- Workday
- Shopify
- Oracle E-Business Suite: Managed 7 implementations of Oracle E-Business Suite R12 (Financials, Manufacturing, Supply Chain, HR) and 19 Oracle EBS R11i implementations.
- Oracle Business Intelligence: Implemented Oracle OBIEE and OBIA (Financials, Supply Chain) for various clients.
- Oracle EPM: Managed implementation of Hyperion Financial Management (HFM).
- Concur: Managed multiple implementations of Concur, including integration with Oracle EBS R12.
- ITIL Service Management: Coordinated rollout of Service Management solution using ServiceNow.
Healthcare Experience
- Panmedical: Cofounder & CTO; Telehealth startup; led development of Telemedicine and EHR platform
- Abbott Labs: Led platform for international drug pricing
- Cardinal Health (Pyxis): Coordinated manufacturing for a medical equipment manufacturer
- Sanford Health (CPC): Coordinated financials for a major hospital
- Medela: Coordinated financials for a medical equipment manufacturer
- Panhealth: Setup a doctor’s clinic, coordinated operations; assisted with Sale (Divestiture)
People Management
- Managed engagement teams of 10 to 500 people, including direct reports and indirect reports.
- Coordinated with internal and external stakeholders, including C-level executives, senior leaders, middle management and individual contributors; practiced consistent communications on all channels
- Promoted healthy work environment; served as a mentor to junior team members to understand what they want and align their personal goals with the project and company goals.
- Mentor students on Business Analysis, Financial Analysis, Program Management, Project Management, M&A and Transformations.
monty’s
M&A Clients
monty’s
M&A Experience
jacobs engineering & Worley Parsons
Program Director (2019)
Worked on divestiture of Jacobs Energy Chemicals & Resources (ECR) division to Worley Parsons (deal value of $3.2B, program budget $75M). Managed several projects for program. Platform included Oracle E-Business Suite R12, Salesforce, Concur, Hyperion and BI.
jacobs engineering & CH2M
Program Director (2018)
Worked on integration of CH2M Hill Companies into Jacobs (deal value of $3.3B, program budget $30M). Integrated 80% of CH2M business into Jacobs in 6 months; remaining 32 countries integrated in 2019. Platform included Oracle E-Business Suite R12, Salesforce, Concur, Hyperion and BI.
GE Appliances & Haier
Senior Program Manager (2016)
Facilitate the sale of GE’s Appliances division to Haier (Deal value of $5.6B, 2016). Advised management on coordinating and managing multiple transformation projects to complete in time to prepare company for sale
Ingersoll Rand & hussmann corporation
Project Manager (2014-15)
Facilitated the divestiture of Hussmann Corporation from Ingersoll Rand (Deal value of $1B, 2015). Led the replication of corporate platform, data center and business processes for the new company
Illinois tool works (itw) / signode & Carlyle Group
Program Manager (2013-14)
Worked on divestiture of Signode division from Illinois Tool Works (ITW) to form a new company, then participated in managing the sale of new company to the PE firm Carlyle Group ($3.2B, 2014)
real page & yield technologies
Program Manager (2013)
Managed integration and new ventures for Real Page, after the sale of Yield Technologies to Real Page Inc (deal value of $10M). Enabled the company to achieve and exceed deal value by unleashing ‘new ventures’ portfolio
amli residential & Morgan Stanley
Program Manager (2010-11)
Managed finance platform upgrade for AMLI Residential, following acquisition of the Chicago REIT by Morgan Stanley to take it private (deal value of $2.1B)
fortune brands / Acco world
Divestiture Lead (2004-05)
Worked on divestiture of the office products division from ‘Fortune Brands’ to form a new company called ‘Acco Brands’ (deal value $1B); helped setup platform and processes for the new company
Acco Brands & GBC
Integration Lead (2005)
Worked on the integration of Acco Brands with GBC, to form a combined office products giant (deal value $1B); facilitated the setup of platform and processes; achieved significant savings target
monty’s
Transformation Clients
Monty’s
Transformation Experience
jacobs engineering
Program Director (2015-17)
Managed Oracle E-Business Suite R12 based transformation of finance back office (program budget of $35M). Ecosystem included Oracle EBS R12 Finance and HR, Oracle EPM (Hyperion HFM), Business Intelligence (OBIEE, OBIA), Salesforce, Concur and ServiceNow.
Hyatt Hotels
Financial Systems Consultant (2012-13)
Served as key advisor to the senior leadership team (CFO, CIO) during the ERP based finance transformation of Hyatt’s back-office systems. Coordinated project activities with Oracle and Wipro.
abbott laboratories
Project Manager (2010-12)
Worked with corporate finance to implement a global transfer pricing system to create a ‘tax efficient supply chain’ that would generate target profits in each country of operation
zebra technologies
Integration Lead (2009-10)
Served as Integration Lead during the ERP based transformation of Zebra’s back-office systems, and outsourcing of their contract manufacturing to Jabil Circuits (China)
travel click inc
Project Manager (2008-09)
Worked as a Project Manager for Financial Systems, working with corporate finance. Led ERP based transformation of back office systems and data center consolidation.
albertsons
Procurement Business Lead (2006)
Served as a Procurement Business Lead for an Oracle EBS based transformation of back-office systems for Albertsons grocery chain, working with Cap Gemini
kaplan financials
Order to Cash Business Lead (2005)
Served as an Order to Cash Business Lead Consultant for an Oracle EBS based transformation of back-office systems for Kaplan Financials, working with Oracle Consulting
JM Family enterprises
Supply Chain Business Lead (2004)
Served as a Supply Chain Business Lead Consultant for an Oracle EBS based transformation of back-office systems for JM Family Enterprises, a major Toyota dealership chain in southeast USA
desctaco
Project Manager, Manufacturing (2004)
Served as a Manufacturing Project Manager for an Oracle EBS based transformation of back-office systems for Destaco, an auto-parts manufacturing company (major supplier of Ford & GM)
UTStarcom
Order to Cash Business Lead (2004)
Served as an Order to Cash Business Lead Consultant for an Oracle EBS based transformation of back-office systems for UTStarCom (divested from 3M)
medela
Electronic Data Interchange Lead (2003)
Served as an Electronic Data Interchange (EDI) Lead Consultant for an Oracle EBS based transformation of back-office systems for Medela, Inc.
eaton corporation
Manufacturing Business Lead (2003)
Served as a Manufacturing Business Lead Consultant for an Oracle EBS based transformation of back-office systems for Eaton, an auto-parts manufacturer
RIGGS bank
Finance Business Lead (2003)
Served as a Finance Business Lead Consultant for an Oracle EBS based transformation of back-office systems for Riggs Bank (now part of PNC Financials)
sinclair broadcasting group
Finance Business Lead (2003)
Served as a Finance Business Lead Consultant for an Oracle EBS based transformation of back-office systems for Sinclair Broadcasting Corporation
hormel foods
Procurement Business Lead (2003)
Served as a Procurement Business Lead Consultant for integration of back-office systems for Hormel Foods, with a company they bought
ford motor company
Global Procurement Architect (2003)
Served as a Global Procurement Architect for an Oracle EBS based transformation of back-office systems for Ford Motor Company
mcdonalds corporation
Project Manager, Logistics (2001-2002)
Served as a Project Manager for Integrated Logistics for an Oracle EBS based transformation of back-office systems for McDonalds Corporation
aramark
Finance Technical Lead (2001)
Served as a Finance Technical Lead Consultant for an Oracle EBS based transformation of back-office systems for Aramark, a major services company
EMC
Supply Chain Lead (2001)
Served as a Supply Chain Lead Consultant for an Oracle EBS based transformation of back-office systems for EMC, a major computer hardware company
cardinal health (pyxis)
Manufacturing Business Lead (2001)
Served as a Manufacturing Business Lead Consultant for an Oracle EBS based transformation of back-office systems for Pyxis Corp (now part of Cardinal Health)
sanford health (CPC)
Finance Business Lead (2001)
Served as a Finance Business Lead Consultant for an Oracle EBS based transformation of back-office systems for Central Plains Clinic (now Sanford Health)
firestone
Finance Reporting Lead (2000)
Served as a Finance Reporting Lead Consultant for an Oracle Technology Stack based transformation of back-office systems for Firestone
chicago public schools
Technical Lead (1999-2000)
Served as a Technical Lead Consultant for an Oracle EBS based transformation of back-office systems for Chicago Public Schools, a major public schools system
encyclopedia britannica
Technical Lead (1998)
Served as a Technical Lead Consultant for an Oracle Technology Stack based transformation of back-office systems for Encyclopedia Britannica
air liquide america
Finance Business Lead (1998)
Served as a Finance Business Lead Consultant for an Oracle EBS based transformation of back-office systems for Air Liquide America, Inc.
trussway
Technical Lead (1997)
Served as a Technical Lead Consultant (Microsoft Technology Stack) on multiple projects related to design and construction of building trusses
halliburton
Technical Lead (1997)
Served as a Technical Lead Consultant (Microsoft Technology Stack) on multiple projects related to design and construction for Halliburton’s oil contracts
monty’s
Education
Corporate Finance Institute (CFI)
M&A Financial Modeling
Financials Modeling & Valuation Analyst (FMVA) Certification (started 2019, in progress, expected completion late 2020)
university of chicago
Booth School of Management
Chicago Management Institute (CMI, 2009); this is a 6-months part-time executive education course for executives.
birla institute of technology
Electrical & Electronics Engineering
Bachelor of Engineering (BE, 1991)
monty’s
Personal Information
family
Spouse: Doctor (Internal Medicine)
Son: Engineer (IT Consultant)
Dog: Yoda (Yorkshire Terrier)
work status
US Citizen
Monty is a US Citizen
location
Los Angeles, California
Monty lives in Los Angeles, with homes in San Francisco, Chicago and New Delhi
Please contact us today!
Monty Pandey
Los Angeles, CA