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Private Equity Transaction Execution Specialist

Cynthia Meyn is an expert on the infrastructural ecosystem of Wall Street. Throughout her extensive career she has successfully executed multiple financial transactions.

Why Cynthia Meyn?

Cynthia is a seasoned, independent COO who has a deep track record executing infrastructural strategies for large financial service companies. Her private equity transactions include global asset managers, broker-dealers, insurance, banking, payments, and fintech. Her executive background includes service as a CTO, CRO and COO for global financial services firms. Cynthia has led stand-ups, vendor synergy projects, on-shore/off-shore operations conversions, distribution platform overhauls, and cloud-first technology separations and migrations, among other initiatives. An expert on the ecosystem of Wall Street, her knowledge allows Cynthia to facilitate growth, increase margins and streamline operations.

Transaction Phases

From initial modeling and identification of deal synergy opportunities, through post-settlement optimization, Cynthia's expertise in every step of the process brings confidence as Buyers come to the closing table. Here's how:

Pre-Deal Due Diligence

01

Model deal opportunities with respect to costs. Includes shared service stand-up, right-sized run rates, location strategies, TSA services, one-time deal expenses and transition period. Drafting of pro-forma TSA service descriptions, durations and estimated costs.

Cynthia Meyn Award Winner

Stand-Up Services

02

Lead planning and execution of stand-up NewCo across HR, Finance, Insurance, Marketing, Legal, Technology, Operations, etc. by closing date. Negotiation of the TSA and Reverse TSA terms and conditions, itemized services schedule, durations and costs. Negotiation of vendor expenses within budgeted costs. Lead implementation infrastructure for regulatory compliance of NewCo.

Facilitating TSA Exits

03

Lead the exit of TSAs timely, accurately, and cost-effectively through implementation of NewCo infrastructure. Organize vendor workstream and negotiate vendor contracts across all services. Negotiation of escalated issues with the Seller and/or vendors. Migrate infrastructure strategically into modern, lightweight, cloud-first computing infrastructure.

Mergers and Whole Entity Acquisitions

04

Streamline and optimize merged entities by way of technology, shared service synergies, and vendor consolidation. Improve EBITA through bidding out corporate insurance, restructuring benefits, renegotiating vendor contracts, cancelling redundant services, offshore outsourcing, functional centralization, real estate strategies and scaled vendor partnerships.

Featured Deals

Project Benjamin Signage

IndependentBroker Dealer Acquisition

Project Benjamin entailed collaboration with teams, vendors & management to ensure that multiple acquisitions, TSA exits, and vendor-staff integration activities were all completed on time and with cost-saving prioritization.

Project Indigo Signage

Variable Annuity Carve-Out

Project Indigo was founded in 2018 through a carve-out of a variable annuity legacy policy block from a larger, US-domiciled insurance company. In 2021, Indigo acquired a second block, also through a carve-out. Services included stand-up, market data negotiation, investment accounting and hedging infrastructure deployment.

Project Zebra Signage

Investment Management Carve-Out

Project Zebra was founded in 2021 through a carve-out from a US-domiciled bank. Services included stand-up, interim head of technology prior to closing, TSA negotiation, vendor procurement, leadership of TSA exit planning and separation execution.

Project Neptune Cards

Regional US Bank Carve-Out

Project Neptune as founded in 2023 through a carve-out from a US-domiciled investment manager. Services focused on due-diligence, insurance, vendor contract separation and price negotiation.

Project Harvest Signage

TAMP Merger Synergies

Project Harvest entailed the acquisition by a large TAMP of a public company, which included independent RIAs, a mutual fund subsidiary and a trust business. Services focused on vendor synergies company-wide.

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