Financial Services
M&A Screening, M&A Execution and Post-Merger Integration

Case Study

Commercial due diligence of a financial services firm

SDI performed a commercial due diligence of a local private wealth management and asset management firm for a large European bank assessing overall market attractiveness and fit of the target

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


With the sound decision-making basis provided by SDI, client successfully acquired and integrated the target into its portfolio

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