Situation
Viorum was engaged by a leading technology-enabled business services company at an inflection point in its growth. The board and management team were evaluating strategic options to broaden capabilities, better serve an expanding customer base, and provide a thoughtful path forward for shareholders and employees. A potential combination with a larger partner was one of several pathways under consideration, with particular attention to culture, client impact, and long-term opportunity for the team.
Our Approach
Viorum executed a disciplined, highly targeted process focused on counterparties whose strategies, capabilities, and cultures aligned with the client’s platform. The outreach prioritized:
- Financial sponsors with deep experience in technology-enabled business services.
- Top-tier global consulting and engineering firms.
- Scaled technology and services companies with complementary platforms and customer bases.
Throughout the engagement, we emphasized buyers with a demonstrated ability to transact efficiently and integrate teams with minimal disruption to day-to-day operations.
Why PwC
Through this process, PwC emerged as a strong strategic partner:
- Compelling client synergies – The client’s capabilities complemented PwC’s existing global customer base and service offerings.
- Team retention and development – The transaction was structured to support continuity and create potential new career opportunities for the client’s leadership and employees.
- Platform for scale – PwC offered a broader platform from which to deliver complementary services and expand reach into new markets over time.
Key Success Drivers
The success of this transaction was supported by Viorum’s ability to:
- Clearly articulate the client’s differentiated value proposition.
- Anticipate industry trends and frame the opportunity in the context of market evolution.
- Understand buyer strategic priorities and cultural fit.
- Manage a competitive yet discreet process that protected business continuity while seeking to optimize outcomes for the client.
Result
The client achieved a strategic outcome — joining PwC and gaining access to a global brand, expanded resources, and a platform to pursue future growth. Viorum’s senior-led, disciplined execution supported the selection of a well-aligned partner and helped position the transition for long-term success for stakeholders.
