Battle Card: Phillips & Cohen PCA Shakeup

🚀 Battle Card: Phillips & Cohen Associates

• Nick Cherry, Divisional CEO · 🔗 [LinkedIn](https://www.linkedin.com/company/phillips-&-cohen-associates-ltd/)

• Consolidating Phillips & Cohen Associates under PCA Global Ventures tackles operational silos and fuels a pathway for acquisitions and global scale. → Source

• Lack of unified operations across multiple brands slows decision-making.

• Complexity scaling services globally under disparate systems.

• Primary: Cloud ERP platform → Streamline shared services & real-time reporting

• Expansion: AI-driven compliance solution → Mitigate risk with automated regulatory checks

• HQ: Wilmington, DE

• Employees: ≈ 300

• Rev: ≈ $100 M

• Website: [phillips-cohen.com](https://phillips-cohen.com/)

🤼 Competitive Intel

• SAP — ERP / SCM
• Unique edge: Enterprise-grade global support
• Evaluated by Ops & IT for scalability

• Oracle NetSuite — ERP / Finance
• Unique edge: Suite of native cloud modules
• Evaluated by Finance for budget-friendly SaaS

• Workday — HCM / Finance
• Unique edge: Unified HR and financial analytics
• Evaluated by HR & CFO for talent insights

• Salesforce — CRM / Engagement
• Unique edge: Customizable engagement workflows
• Evaluated by Sales & Marketing for client outreach

• Microsoft Dynamics 365 — ERP / CRM
• Unique edge: Seamless Office 365 integration
• Evaluated by IT & Ops for user adoption

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑Cloud ERP to streamline shared services❑
PROOF_METRIC  = ❑≈ TBD❑
CTA_STYLE     = ❑quick_call❑
TONE          = ❑friendly❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Nick
COMPANY     = Phillips & Cohen Associates
DEPT        = Operations
SIZE        = 300
BOTTLENECK  = operational silos
EVENT       = New structure & appointment
DETAIL      = Appointed Divisional CEO
PAIN        = complexity scaling services globally
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251008394010&div=41152219
SIM_CO      = Ardent Credit Services
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 300
REV_EST     = ≈ $100M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: 300-person Operations

Nick—noticed your Operations team is ≈ 300.
That’s when operational silos slow growth.
We helped Ardent Credit Services fix this with Cloud ERP to streamline shared services.
Result: ≈ TBD.  
Quick call?
PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about Appointed Divisional CEO — complexity scaling services globally.  
Cloud ERP to streamline shared services. ≈ TBD.  
Quick chat?```