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

Case Study

Post-merger integration support for a German boutique private bank

SDI supported the post deal integration of a boutique private bank to realize synergy value following a comprehensive analysis of the new organizational structure and innovative efficient process design

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

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