Spend Management Archives - ProcurementExpress.com

Niall White – $10B in Deals: Post-Acquisition Reality Check

In this episode, James Kennedy sits down with Niall White, corporate finance expert and founder at Capstack, to unpack what really determines success after the deal closes. Drawing on a career spanning BDO (Dublin & London), Barclays Capital (funding marquee PE buyouts), and in-house M&A at an Irish PLC, Niall explains why most value is won – or lost – during integration, not at the signing ceremony. They cover how to prepare a founder-led company for sale, structure earn-outs that actually work, and the people/controls you must have in place before, during, and after a transaction.

Biotech Company Streamlines Research Procurement After Workforce Reduction

A biotech research company successfully re-implemented a comprehensive procurement management system following a significant workforce reduction, transforming their purchasing operations to maintain research productivity with

Eric Segal – $30M Banking Crisis: SEC Investigation Story

James Kennedy sits down with Eric Segal, Managing Director at CFO Consulting Partners, to unpack what community banks and fintechs really need from a CFO team. From Eric’s early days rating institutions during the S&L crisis at Moody’s to treasury and CFO roles at American Express, and finally a high-stakes turnaround as interim CFO for a stressed community bank in 2008–09, this episode explores asset-quality shocks, SEC/OCC scrutiny, restatements, and how to run multiple regulatory workstreams without losing the plot. You’ll also hear how to evaluate a CFO firm for industry fit – and why there’s still plenty of “alpha” hiding in management quality and front-line execution.

Multi-Property Hospitality Group Streamlines Procurement Operations

A regional hospitality group operating four hotel properties successfully transformed their disorganized procurement processes by implementing a unified digital procurement management system. The solution addressed

Construction Company Streamlines Multi-Location Procurement Operations

Executive Summary A multi-location construction company successfully transformed their manual procurement process by implementing a comprehensive digital procurement management system. The solution addressed critical challenges

Pharmaceutical Manufacturing Company Transforms Manual Procurement Operations

Executive Summary A mid-sized pharmaceutical manufacturing company successfully transitioned from manual, Excel-based procurement processes to a comprehensive digital procurement management platform. The implementation addressed critical

Case Study: Public Safety Organization Digital Procurement

Executive Summary A multi-station public safety organization successfully implemented a comprehensive digital procurement solution to replace email-based purchasing processes while managing tight budget constraints typical

Joe Stafford – The $26 Million Math Mistake That Changed Everything

In this episode, James Kennedy sits down with Joe Stafford, founder of Trinity Business Advisors and serial entrepreneur, to unpack hard-won lessons from scaling to $60M revenue, surviving a bank workout, exiting two companies, and now guiding owners through exit planning the right way. Joe shares how a simple gross-margin math fix generated $26M in profit, what really happens when private equity is on the other side of the table, and a practical playbook for making your business sellable, scalable, and less owner-dependent.

Case Study: Small Business Digital Procurement TransformationCase Study:

Executive Summary A growing small business successfully transitioned from paper-based procurement processes to a comprehensive digital procurement management system. The implementation addressed key challenges including

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