Case Study
Commercial due diligence of a financial services firm
Client situation
A large financial player identified an investment target firm focused on high net worth individuals and requested a thorough assessment of target’s strategic positioning, customer portfolio, and operating performance
Project approach
SDI built on its proven Commercial Due Diligence Excellence approach and performed systematic assessment of target’s customer portfolio, product offering and performance, as well as the fit with client’s existing business
Outcome
With the sound decision-making basis provided by SDI, client successfully acquired and integrated the target into its portfolio