Ma
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M&A
We support our clients to identify, evaluate and execute acquisitions to assist them in realising their strategic goals.
Whatever your reason for M&A activity, our industry focussed team helps clients diversify their product range, enter new geographies and obtain scale.
How we work with clients
Ideation through to implementation, encompassing strategic support, due diligence, value creation and implementation for both buyers and vendors.
Pre-deal services:
Market Scanning
Due Diligence
- Commercial
- Operations
- Technology
- ESG
- People & HR
- Culture
- Risk and Regulation
Integration Planning
Target Operating Model Design
Synergy Case Development and Modelling
- Divestiture support, including creation of the transaction perimeter, standalone cost base identification of Transitional Service Agreements and separation planning
Post-deal services:
- Post-merger integration
- Separation execution
- Programme mobilisation
- Complex programme delivery
- Setup of effective governance structures
- Realisation of operating cost synergies
- Pre-completion Taking Control
Why Alpha?
Our M&A team specialises in Asset Management, Wealth Management, Insurance and Fintech. The team is supported by SMEs from across the Alpha Group, bringing deep insights on the target and the sector in which it operates. This gives clarity to the deal rationale, wider identification of red flags and greater confidence in post-deal execution.
Q&A with Jon Benson, Head of M&A
What are the main drivers for M&A activity at the moment?
The principal drivers are industry fee pressure and ongoing shifts to passive investing through M&A activity, which leads to larger active managers consolidating. Meanwhile, retail investors hungry to break into the asset and wealth management space need to acquire specialist expertise, such as fintech.
What are the challenges facing clients engaged in M&A?
Ensuring that integrations or separations are delivered on time and to budget is a significant challenge which increases as M&A deal size and complexity does. By helping clients scope, plan and manage integrations effectively, we help them meet their target deadlines and costs.
What’s the benefit of developing a Target Operating Model?
Our consultants design and implement Target Operating Models across many different firms following M&A activity. With a clear vision of where your business is headed, we can create models that rapidly take functions from where they are to where you need them to be.