Post Merger Integration

Managing the integration of two businesses during a tight 12 month timeline, to create the largest independent UK asset manager with over £350bn AUM.

Client Challenges

Through M&A the client had acquired a large asset manager’s capabilities, resulting from a divestment by a UK retail bank. They had communicated a tight twelve month timeline to fully integrate the two businesses, to create the largest independent UK asset manager with an AUM of over £350bn.

They faced difficult project management requirements for each key workstream in operations, distribution and investments, in order to reach ‘change in control’.

Alpha Approach

  • Alpha designed the governance approach, the integration approach and detailed project plans
  • We implemented a lean and effective programme reporting and management structure across the merging entities to bridge the challenging period during which the two teams were integrated
  • We managed the definition of a clear project scope, and distinction between merger activities and post merger operating model improvements

Client Benefits

They were able to have a rapid 2 week mobilisation of the programme team during the pre-‘change in control’ period. Alpha’s deep experience of post-merger integration programmes meant the team could hit the ground running and give the client a market leading approach from day one.

In a demanding merger period Alpha’s team brought an alternative, independent point of view and programme reporting structure, to work efficiently alongside the people mergers taking place.

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Client Types

  • Global asset manager

Sponsor

  • Group Global COO

Functions

  • Front office
  • Middle office

Geographic Scope

  • UK

Fund Types

  • 500 portfolios; £150bn
  • Fixed income
  • Equity
  • Multi asset