Leadership for complex transactions and transformation.

CAG helps companies navigate integrations, separations, and business transformation, bringing financial discipline, operational insight, and hands-on leadership to the work that determines success.

Led by Bryan Warren, CPA, MBA, PMP.

Transaction experience

Separations and carve-outs.

Otis / United Technologies separation (2019 to 2021)

Governed rationalization and migration of 400+ applications required for Otis to operate as a standalone public company. Led the move of a legacy mainframe platform carrying ~1,000 integrations and ~90% of North American revenue operations to Azure after earlier attempts had failed. Worked through CMIND as a subcontractor to EY.

McAfee financial carve-out, Tokyo (2004 to 2005)

Helped prepare standalone financial statements and assessed the control environment for a business being divested. Led first-year SOX 404.

AI is part of the toolkit when it shortens real work, for example directing Microsoft Copilot adoption for ~70 executives at Link Logistics, a Blackstone portfolio company.