L & M Ventures

Business Growth

L&M Ventures

Enterprise Solutions Powered by First Class Technology & Security Systems and Experts

The challenges organizations face to continually evolve and maintain competitive advantage are further magnified in the increasingly technology driven market of financial services. These challenges span all aspects of business.  Management must simultaneously provide vision and leadership along with practical solutions that will enhance overall performance and efficiency, ultimately strengthening the organization and building a culture of continuous improvement.

Transaction and transformation projects cannot succeed if business is disrupted in the process

Our Business Transformation and Merger & Acquisition services provide holistic and seamless solutions across critical operations — supporting transactions, supporting revenue growth, driving down operating and supply chain costs, optimizing employee performance and transforming business operations, applications and technology for all business units including finance, human resources, legal, compliance, underwriting and data analytics. We lead with our industry expertise, working side-by-side with management, boards of directors and business units to help align business activities to critical priorities, striking a balance between short-term and long-term goals.

L&M Ventures will deliver results without interrupting business function.

We look forward to the opportunity to share more with you about our team and how we can help drive value for your business!

Our Services

Contract Management & Strategic Sourcing and Procurement

Portfolio Planning, Project Planning

Cloud and Infrastructure and Application Modernization Services

Structural Cost Improvement Post Transaction or Transformation Program

Interim Administrative Oversight

Data Management & Data Analytics

Business Solutions and Partnerships

Compliance and Regulatory Advisory Services

Business Operations Technology Due Diligence:

The L&M Ventures Difference

We partner with our clients to support high-impact information security and technology change that focuses on driving revenues and improving productivity without disrupting general business production or internal support functions. Our senior professionals have worked in your industry, know your business, understand your market and are proven functional experts.

We understand that each integration is unique, but it is quite typical to have between 300 and 1000 individual projects that need to be planned, executed, monitored and closed. Our expertise positions us to anticipate and overcome the unique challenges arising from sequencing, managing, and integrating numerous interdependent projects.

Four characteristics distinguish how we make a critical difference for our clients:

  • Business Preservation Transformation and Transaction projects often fail to launch or stall to avoid business interruption. We will require time from client personnel only (as applicable) in relation to system, platform, application, and process: requirement meetings; demonstrations and customization presentations; current state usage meetings; testing; trainings; and; set up. 
  • Hands On We sit alongside our clients, not opposite them. Our teams are lean and fast, in both the assessment and the implementation of our recommendations, and we provide the resources to take the project from start to finish.
  • Best-in-class Our deep bench of senior-level industry practitioners understand our clients’ challenges, opportunities and the increasingly competitive landscapes. We are respectful but bold, with a bias to action. Our fact-based collaborative and analytical approach focuses on our clients’ objectives, culture and working style. Our proven processes and tools allow companies to more efficiently and effectively achieve desired outcomes without disrupting production.
  • Expert Driven Whether you are seeking assistance with a merger or acquisition, due diligence on a target (technology-focused business, operational, or financial), or the implementation of a business transformation strategy to drive efficiency, productivity, compliance and security, we bring on-point experts, providing seamless execution of solutions across the business. We know how to pull the right levers to effect change, while always focusing on the long-term sustainability of the business.

Business Transformation

We collaborate with our clients closely to bring the strategy, architecture, and design you envision for your business transformation. We have the strategic alliances in place to drive a two-year transformational program while balancing your company’s strategic goals. Our Business Transformation team can provide solutions including:

  • Contract Management & Strategic Sourcing and Procurement
  • Portfolio Planning 
  • Cloud & Security Zero Trust Services
  • Structural Cost Improvements 
  • Policy Creation & Implementation 
  • Interim Administrative Oversight for Project Matters
  • Systems and Policy Trainings
  • Data Management & Data Analytics
  • Business Solutions and Alliances 
    1. Microsoft
    2. Apple
    3. Workday
    4. Majesco
    5. Deloitte
    6. Verizon, ATT
    7. Other Specialty Niche Services

Merger & Acquisition Transactions

We are uniquely positioned to advise our clients across the deal life cycle, bringing deep deal experience coupled with on-point industry experts to conduct due diligence, structure, integrate, value and communicate around the information technology and security issues of a transaction. Being a consulting firm, we are free from audit-based conflicts and restrictions, allowing us to provide a full suite of services related to Business Operations Technology, including:

  • Pre-and Post-Deal Advisory 
  • Merger Integration and Carve-outs 
  • Due Diligence 
  • Valuation 
  • Transaction Communications