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Case Study
End-to-end operations and technology DD supports £5bn+ wealth acquisition
Client type
Wealth Management
Client Challenges
A corporate acquirer needed a clear view of a target’s operations and technology environment to support a major acquisition. Key questions centred on whether the target’s operating model and technology estate could support future growth, and where synergies could be realised.
alpha approach
Alpha delivered end-to-end support across due diligence, integration planning, synergy assessment, and integration delivery. We assessed the target’s technology landscape, architecture, security, and scalability, alongside its operating model, governance, cost base, and control environment. We identified key risks, red flags, and investment priorities to inform deal decisioning. Building on this, we helped define the target-state approach, prioritise integration decisions, and refine synergy opportunities across operational simplification, platform rationalisation, and cost reduction. This gave the client the insight and confidence to execute a complex transaction and build a stronger foundation for post-deal value creation.
How we delivered lasting value
Turning insight into impact
Informed deal decisioning through rigorous target assessment
Alpha provided a clear view of operational and technology risks, red flags, and barriers to value. This gave the client confidence to proceed on a well-evidenced basis.
Synergy opportunities identified and refined across the deal lifecycle
Initial synergy estimates informed deal decisioning and were refined through integration planning. Focus areas included platform rationalisation, operational simplification, and costs to achieve.
Controlled integration delivery reduces risk across combined organisation
Alpha supported mobilisation and execution of integration in a controlled, value-focused way. This kept the programme on track and reduced risk across the combined business.
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