Exclusive financial advisor to Project Management Institute

KPMG Corporate Finance LLC acted as exclusive financial advisor to Project Management Institute (PMI) on back-to-back transformative acquisitions – the acquisition of Disciplined Agile, Inc. in July 2019 and the acquisition of FLEX from Net Objectives two months later in September 2019.

PMI is the world’s leading not-for-profit membership association for the project management profession. Founded in 1969, PMI delivers value for more than three million professionals working in nearly every country in the world through global advocacy, collaboration, education and research.

PMI retained KPMG Corporate Finance LLC to assist in executing on a transformative growth strategy by expanding the organization’s existing portfolio of agile testing, certification and consulting services.

KPMG Corporate Finance acted as exclusive financial advisor to PMI on its acquisition of Disciplined Agile, Inc., and subsequently, FLEX from Net Objectives. Together, these highly regarded organizations offer unique and unparalleled value propositions to stakeholders who are committed to improving their personal, team and enterprise agility.

Key factors supporting the success for both transactions included the KPMG CF Business Services team’s depth of industry expertise and understanding for the financial and operational complexities unique to these businesses.

About Disciplined Agile

Disciplined Agile’s DA toolkit is the world’s only comprehensive agile body of knowledge (BOK) that provides straightforward and practical guidance to help individuals, teams and enterprises choose their “way of working” in a context-specific way. Applying the DA toolkit allows organizations to customize any method or framework -- such as traditional, Scrum, or SAFe – to drive outcomes that differentiate them from their competitors.

About FLEX / Net Objectives

The FLEX approach is an industry leading agile approach based on Lean-Thinking and patterns that improves an organization’s ability to achieve business agility – the quick realization of value predictably, sustainably and with high quality. Companies increasingly depend on the FLEX approach to accelerate delivery of business value using disciplined agile strategies that reflect the realities of agile delivery in complex enterprise situations. 

Meet our team

In today’s market, you need an advisor with objective insight at every step of the transaction process. We work with you throughout the full deal cycle to create value and successfully execute your deal strategy.

Image of Stephen Guy
Stephen Guy
Managing Director, KPMG Corporate Finance LLC

Global coverage. Industry knowledge. Middle-Market focus.

The global Corporate Finance practices of KPMG International’s independent member firms is a leading investment banking network, ranked #1 in the Global Middle-Market League Tables, for the past 20 years cumulatively, according to Refinitiv’s Mid-Market M&A Review.

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