Financial integration of new acquisition

  • Compliance review
  • Financial plan review
  • Banking, insurance & wealth
Client problem

advice and support on the process to integrate and align the newly acquired group’s financial structure, processes, systems and business & policy aspects.

What was delivered

I lead a team, which analysed all aspects of the acquired group, including its underlying support factors. We defined any differences, together with actions required to ensure alignment. Management were provided a complete report on the actions required and taken, together with status on the operating of the unit and reporting during the transition period prior to integration.

Client Benefits

The company completed a smooth transition, and acquisition completion was executed as scheduled, with no major issues arising. Further, the project delivered monthly savings of over 1m to the group.

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