Post Merger Integration

Integrating staff, offices and service providers for a post merger client - to meet a tough market-announced deadline.

Client Challenges

The client had a highly aggressive integration time frame, which it had planned and announced to the market.

This complex migration involved staff moves, many service providers, different versions of Charles River requiring harmonisation and the build out of a new office space.

Alpha Approach

  • Alpha were involved early on to coordinate the announcement of the deal to the market. This involved multiple parties across a number of countries and offices
  • Alpha established all work streams, with team members from both organisations, and undertook rigorous planning to achieve the integration
  • We managed the dependencies tightly, to fit with an aggressive time frame for the integration

Client Benefits

All migrations took place to the planned timetable and all staff and office relocations were achieved on target, enabled by Alpha’s expertise.

Minimal disruption was made to front office activities and a smooth transition was achieved for all lifted-out staff.

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Client Types

  • Asset manager


  • Chief Executive Officer, Americas


  • Front office to back office functions

Geographic Scope

  • US

Fund Types

  • c. $15bn AUM