Case Studies

Board & Governance Crisis & Resilience Cybersecurity & Data Protection Data & Analytics Regulatory & Standards

Backup is Not Recovery: What Continuity Actually Costs the Caribbean SMB — and Why Most Firms Pay for the Wrong Thing

May 19, 2026by Dr Dawkins Brown

Almost every Caribbean SMB will tell you it has backups. Very few have ever successfully restored one. This article is about the gap between those two states — which is where most Caribbean SMB exposure actually lives — and about the operational disciplines that close it. It is the fourth article of Pillar 2 of...

Advisory & Consulting Business Insights Caribbean Business Corporate Finance & M&A Performance & Operations Strategy & Transformation

Post-Merger Integration Case Study: How a Caribbean Insurance Group Planned Day 1, One Hundred Days and Year-One Value Realization

April 20, 2026by Dr Dawkins Brown

Why Most Caribbean Insurance Integrations Underdeliver — and What Changed Here Across the Caribbean, financial services integrations typically capture between forty and fifty-five per cent of committed year-one synergies, often at the cost of at least one material service disruption and at least one regulatory finding. The integration described in this Standard delivered seventy-one per...

Advisory & Consulting Board & Governance Corporate Finance & M&A Crisis & Resilience Data & Analytics Dawgen Frameworks & Series Leadership & Careers Strategy & Transformation

Vendor Due Diligence Case Study: How a Caribbean Manufacturing Group Prepared for a Future Sale from a Position of Strength

April 20, 2026by Dr Dawkins Brown

Sell-Side Readiness, Before the Process Begins A family-controlled Caribbean manufacturing group had begun to field unsolicited approaches from regional and international acquirers. The shareholders knew that if a transaction proceeded, the business would need to be presented with the discipline of an institutional seller — and that the quality of the eventual outcome would...

Advisory & Consulting Corporate Finance & M&A Data & Analytics IT & Digital Transformation Leadership & Careers Strategy & Transformation

Minority Investment Case Study: How a Caribbean Fintech Platform Raised Institutional Capital Without Giving Up Founder Control

April 20, 2026by Dr Dawkins Brown

A Minority Investment Built to Protect the Operator’s Runway A profitable Caribbean fintech platform was ready to raise institutional capital for the first time. Its founders did not want to sell the business, dilute their strategic control, or commit to an exit timeline that did not match their ambitions. The engagement described in this Standard...

Advisory & Consulting Board & Governance Business Insights Corporate Finance & M&A Strategy & Transformation

Buy-Side M&A Case Study: How a Caribbean Beverage Distributor Built Regional Scale Through a Disciplined Acquisition Mandate

April 19, 2026by Dr Dawkins Brown

A Buy-Side Mandate with a Single Strategic Question A well-run Caribbean beverage distributor had outgrown its home market. Its board knew the next chapter would require scale. What it did not yet know was which target, in which neighbouring jurisdiction, at which price, and on which terms would translate ambition into a consolidated business...

Advisory & Consulting Board & Governance Corporate Finance & M&A HR & People Performance & Operations Strategy & Transformation

Executing a People-First Integration Following a Caribbean Financial Services Merger

April 19, 2026by Dr Dawkins Brown

C | Context Two Caribbean financial services institutions, of comparable scale but materially different cultures, had agreed a merger that would produce a larger, more competitive regional platform. The transaction had closed; regulatory approvals had been obtained; the combined entity had a new brand, a new board, and a Chief Executive drawn from one of...

Advisory & Consulting Business Development & Entrepreneurship Corporate Finance & M&A Performance & Operations Pricing & Commercial Excellence Risk & Compliance Strategy & Transformation Tourism & Hospitality

Engineering the Turnaround of a Regional Hotel Chain Facing Covenant Default

April 19, 2026by Dr Dawkins Brown

C | Context A regional Caribbean hotel chain had entered the zone of covenant stress. The chain had weathered the pandemic era with its portfolio intact, but only by drawing down working-capital facilities and by negotiating two sequential covenant waivers with its syndicate of Caribbean banks. The post-pandemic tourism recovery had brought revenue back...

Audit & Assurance Data & Analytics IT & Digital Transformation Risk & Compliance Strategy & Transformation Tax

Designing a Pan-Caribbean Tax Operating Model for a Multi-Jurisdictional Group

April 19, 2026by Dr Dawkins Brown

C | Context A diversified Caribbean group, built over three decades through a combination of organic expansion and strategic acquisition, had accumulated a multi-jurisdictional footprint whose tax management had not kept pace with its commercial development. The group’s fourteen legal entities, spread across six Caribbean jurisdictions, were each managed by local finance teams operating under...

Audit & Assurance Board & Governance Regulatory & Standards Risk & Compliance

Modernising Internal Audit Across an Eight-Entity Caribbean Conglomerate

April 19, 2026by Dr Dawkins Brown

C | Context A long-established Caribbean conglomerate, structured as a holding company over eight operating entities across four industry verticals and four jurisdictions, carried an internal audit function that was technically present but materially under-scaled. The function consisted of a small centrally-located team with a traditional compliance-focused mandate, an audit plan that reflected historical...

Dawgen Frameworks & Series IT & Digital Transformation

ERP Rescue Case Study: How a Caribbean Statutory Body Recovered a Delayed ERP Programme and Achieved Go-Live with ERPSURE™

April 18, 2026by Dr Dawkins Brown

C | Context A Caribbean statutory body — a parastatal entity with a national service-delivery mandate, reporting to a line ministry and accountable to both Cabinet and Parliament for its financial stewardship — was two years into an ERP implementation programme that had materially overshot both its original timeline and its original budget. Four successive...

Older Posts

Backup is Not Recovery: What Continuity Actually Costs the Caribbean SMB — and Why Most Firms Pay for the Wrong Thing

Post-Merger Integration Case Study: How a Caribbean Insurance Group Planned Day 1, One Hundred Days and Year-One Value Realization

Vendor Due Diligence Case Study: How a Caribbean Manufacturing Group Prepared for a Future Sale from a Position of Strength

Minority Investment Case Study: How a Caribbean Fintech Platform Raised Institutional Capital Without Giving Up Founder Control

Buy-Side M&A Case Study: How a Caribbean Beverage Distributor Built Regional Scale Through a Disciplined Acquisition Mandate

Executing a People-First Integration Following a Caribbean Financial Services Merger

Engineering the Turnaround of a Regional Hotel Chain Facing Covenant Default

Modernising Internal Audit Across an Eight-Entity Caribbean Conglomerate

ERP Rescue Case Study: How a Caribbean Statutory Body Recovered a Delayed ERP Programme and Achieved Go-Live with ERPSURE™

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