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

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

Outcome

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

Case Study Financial Services

If you are interested in this case study, then please provide your contact details so that we can set-up a follow-up conversation with you.

Salutation*
Terms & Privacy

By checking the box below, I agree to the terms & privacy policy of this webpage. Please see our Legal Information page for more details.

Please calculate 2 plus 6.