Case Study
Post-merger integration support for a German boutique private bank
Client situation
Following an acquisition a boutique private bank, a financial services firm was seeking post-merger integration support to maximize value realization for the acquired entity
Project approach
SDI developed efficient, streamlined and integrated processes for the core entity based on a thorough post-acquisition As-Is analysis and the To-Be organizational structure
Outcome
Integrating and restructuring the two distribution firms resulted in significant benefits, thus effectively exceeding agreed-on target results