TMT/CF Pursuit Form
Only for TMT pursuits
Pursuit Name (ie., Windstream - PI - 25)
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Client Name - Company Name - Type of Work - Year(YY)
Security Level - Visibility
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Internal - Visible to All FTI
Confidential - Visible to Segment Only
Non-disclosure - Visible to Matter Team Only (will show as redacted)
Status
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Please Select
Hot
Warm
Watch
Probability Percentage FTI will Win this Lead (0-100%)
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Does this Opportunity have a Technology Transformation Element?
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Yes
No
Lead Source
Please Select
Alliance Partnership
BD Research
Client/Former Client
Cold Call
Competitor
Event/Conference
Existing Relationship
External Referral - Law Firm
Internal - CF
Internal - Corporate
Internal - EC
Internal - FLC
Internal – HS
Internal - Real Estate
Internal - SC
Internal - Tech
Other
Website
WEF / Resilience Barometer
Referral Source Company & Name
Account Name/Client
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Company
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What is the subject entity (e.g., Target Company, Borrower, Issuer) of your work
Is there a Private Equity firm engaging FTI or involved in this matter?
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Please Select
Yes
No
Private Capital firm associated with this pursuit
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Is this matter related to the private credit or private equity arm of the fund?
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Please Select
Private credit
Private equity
GTM Team
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Please Select
Media & Entertainment
Publishing
Technology
Telecom
Other
Estimated Revenue
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Expected Retention Date
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-
Month
-
Day
Year
Date Picker Icon
Engagement Type
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Please Select
BT, Transactions & Strategy
Restructuring
BT, Transactions & Strategy Category
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Please Select
Business Transformation
Dispute Advisory
Strategy Consulting
Technology Transformation
Transactions
Business Transformation Product
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Please Select
Enterprise Transformation
OCFO
Other
People & Transformation
PI: Cost Optimization
PI: Revenue Growth
Transitional Management
Business Transformation-Enterprise Transformation Service
*
Please Select
Cost & Growth Transformation
Emergence Services
Financial & Strategic Modeling
Operating Model Design & Strategy
Other Enterprise Transformation
SG&A Strategy & Transformation
Business Transformation-OCFO Service
*
Please Select
Accounting & Reporting Solutions
Event Readiness
Finacial Planning & Analysis Solutions
Interim Mtg & Staff Augmentation
Finance Process Excellence
Finance Technology Enablement
Multiple
Other
Treasury Solutions
Business Transformation-PI CO Service
*
Please Select
Cost to Serve (COGS)
IT Architecture, Sys Anal & Support
Labor Eff./Ops Org Eff.
Logistics/Distribution
Manuf. Eff.
Multiple
Ops Process Re-Engineering
Other
Sourcing/Procurement
Business Transformation-PI RG Service
*
Please Select
CRM Solutions
Digital Transformation
Multiple
Other
Pricing/Promotion
Product
Sales/Marketing Eff.
Business Transformation-Trans Mgmt Service
*
Please Select
Accounting Staff
CEO
CFO
CIO
COO
CTO
FP&A Staff
Multiple
Other
Dispute Advisory Product
*
Please Select
Accounting Roles
Damages/Liability
Forensic Review
Industry Experience
Multiple
Other
Transactions Product
*
Please Select
FTICA
Lender Services
MICO
Other
Structured Finance
Tax Advisory
Transaction Services/Due Diligence
VFAS
Transactions-FTICA Service
*
Please Select
Buyer Services
M&A Sell Side Services
Multiple
Other
Private Placement
Transaction Opinion
Transactions-Lender Services
*
Please Select
ABL Field Audits
Asset Securitization
Financial Due Diligence
Multiple
Other
Transactions-MICO
*
Please Select
Carve-Out Buy-Side
Carve-Out Sell-Side
Merger Integration
Merger Integration & Carve Out
Transactions-Structured Finance
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Control Party
Employment Tax Advisory
Indirect Taxation
International Tax Advisory
Multiple
Other
R&D Relief and Patent Box
Real Estate Taxation
Transaction Risk Management
Transaction Tax Advisory
Transfer Pricing and Tax Valuations
Transactions-Tax Advisory
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Cost Segregation
Employment Tax Advisory
Executive Compensation
Indirect Taxation
International Tax Advisory
Multiple
Other
R&D Relief and Patent Box
Real Estate Taxation
State and Local Tax
Tax Compliance & Reporting
Tax Strategy/Policy
Transaction Tax Advisory
Transfer Pricing and Tax Valuations
VAT
Transactions-Transaction Services/DD
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Please Select
Commercial/Operational Due Diligence
Financial Due Diligence/QofE
Human Capital
Information Technology Due Diligence
Interim Finance/Acctg Staff Advice/Spprt
Multiple
Other
Tax Due Diligence
Vendor Due Diligence
Transactions-VFAS
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Please Select
Accounting (Includes Tax)
Advisory
IPO Advisory
Litigation Support
Multiple
Other
Solvency Opinion
Transaction Opinion
Valuation
Strategy Product
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Corporate and functional strategies definition and execution
New business models/opportunities development and execution
Analytics-based resolution of key C-level problems
Customer experience
Organization and governance/model definition
Smart PMO/Launch office
Tech Transformation Product
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Digital Transformation
IT Modernization
Transactions - Tech. Transformation
Tech Trans-Digital Transformation
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Customer Centric Innovation / Web Design
Digital Supply Chain
Digital Transformation Strategy
E-Commerce
Enterprise Data Management
Machine Learning / Artificial Intelligence
Operating Model Redesign
Other (IoT/Blockchain)
Software Product Strategy/Design
TMO (Transformation Management Office)
Tech Trans-IT Modernization
*
Cloud Migration
Cybersecurity
Data Warehousing / Business Analytics
Financial Technology (ERP)
Intelligent Automation (RPA +)
IT Outsourcing
IT Strategy/Assessment/Roadmaps
OCISO
PMO
Re-Platforming
Supply Chain Optimization (ERP)
Vendor Selection (non- ERP)
Tech Trans-Transactions - Tech. Transformation
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IT Carve Out - Buy Side
IT Carve Out - Sell Side
IT Due Diligence
IT Merger Integration
IT Migration Strategy
Technical Transformation Management (IMO)
Technology Due Diligence
Restructuring Category
*
Please Select
Company Advisory
Creditor Advisory
Court Appointed
Company Advisory Product
*
Please Select
Board Engagements
Capital Structure
Dispute Advisory
Liquidation/Trustee
Multiple
Other
Trustee Advisory
Turnaound
Turnaround Management
Company-Dispute Advisory Service
*
Please Select
Accounting Roles
Damages/Liability
Forensic Review
Industry Expertise
Multiple
Other
Company-Turnaround Management Service
*
Please Select
Accounting Staff
CEO
CFO
CIO
COO
CRO
CTO
FP&A Staff
Multiple
Other
Company-Turnaround Service
*
Please Select
Asst Div/363/Buy&Sell Side Rest Adv.
Bus Pln Rvw/Diagnostics/13-Week
Contingency Planning/Ch. 11
Multiple
Other
Refi/Forbearance
Turnaround/PI/Cost Reduction/PMO
Court Appointed Product
*
Please Select
Bankruptcy Trustee
CCAA
Consensual Restructuring
Court Liquidation
Court Sanction Outcome
Creditors' Voluntary Liquidation
Deed of Company Arrangement
Examiner
Information Officer
Liquidated
Multiple
Other
Proposal Trustee
Provisional Liquidation
Receivership
Voluntary Administration
Creditor Advisory Product
*
Please Select
Bondholders/Junior Capital
Dispute Advisory
Equity/Shareholders
Liquidation/Trustee
Multiple
Other
Senior Lender
Trustee Advisory
Unsecured Creditors' Committee (UCC)
Creditor-Bond Service
*
Please Select
Chapter 11 Advisory
Liquidation
Multiple
Personal Insolvency
Voluntary Administration
Creditor-Dispute Advisory Service
*
Please Select
Accounting Roles
Damages/Liability
Forensic Review
Industry Expertise
Multiple
Other
Creditor-Senior Lender Service
*
Please Select
Chapter 11 Advisory
Independent Business Review
Monitoring or Debt Selling
Multiple
Receivership
Creditor-UCC Service
*
Please Select
Chapter 11 Advisory
Liquidation
Multiple
Personal Insolvency
Voluntary Administration
Practice
*
Please Select
50 - CF - Litigation Services
522 - CF - Technology Analytics & Claims Management
527 - CF- Valuation Services
528 - CF- Expert Witness Testimony
529 - CF - Tax Services
532 - CF - Bankruptcy - Unsecured Creditors Committee
533 - CF - Bankruptcy - Debtor
534 - CF - Bankruptcy - Banks
535 - CF - Bankruptcy- CF - Bonds & Other
536 - CF - Fraudulent Transfers / Preference Payments
537 - CF - Performance Improvement
538 - CF - Non-Bankruptcy Restructuring- Company
539 - CF - Non-Bankruptcy Restructuring - Banks
540 - CF - Non-Bankruptcy Restructuring - Bonds & Other
541 - CF - Interim Management
542 - CF - Examiner / Trustee / Receiver
543 - CF - Advisor to Examiner / Trustee / Receiver
544 - CF - Transaction Advisory Services - Company
545 - CF - Transaction Advisory Services - Lender
546 - CF - Transaction Advisory Services - Investor
547- CF - Capital Advisors
552- CF - Merger Integration
686- CF - Office of the CFO
688- CF - Forensic Accounting/Investigations
693- CF - Carve-Outs
Opportunity Description
*
Please be concise.
0/125
Does this matter involve any Crypto, Metaverse/IA, NFT or blockchain, SPAC/IPO-Related, ESG, Cyber, Investigations, National Security, Cannabis or Artificial Intelligence (AI) related work?
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No
Artificial Intelligence
Cannabis
Crypto, Metaverse/IA, NFT or blockchain
Cyber
ESG
Investigations
National Security
SPAC/IPO-Related
Does a Conflict Check Need to be Run Immediately? (This should be done when probability is currently 50% or higher)
*
Please Select
Yes
No, it can be run at a later date
Relationship/Referral Primary (D or above)
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Can only be 1 primary
Pursuit/Close Primary (SMD or MD)
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REQUIRED FOR CONFLICT CHECK, CANNOT BE TBD OR N/A
Engagement/Delivery Primary (SMD or MD)
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REQUIRED FOR CONFLICT CHECK, CANNOT BE TBD OR N/A
Matter Manager (MD or below) only 1
1 NAME ONLY
Submitted by
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First Name
Last Name
Submitted by
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First and Last Name
Submit
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