Buy-Side Merger Integration: New Challenges, New Opportunities

In 2009, investment management merger, acquisition, and divestiture activity accelerated rapidly in the name of economic survival and competitive positioning. In 2010, high-profile acquisition activity is expected to continue. Throughout the industry, acquiring or acquired firms are facing the acute challenges associated with integrating their operations and technology platforms for 'Legal Day One' and beyond. And while establishing a common investment management infrastructure is a means to achieving significant cost savings, those tasked with merger integration in today's risk and cost-averse climate are faced with some familiar and some new challenges. In this edition of Industry Perspectives, Citisoft presents our view on some of the challenges facing acquirers and acquirees alike and offers some proven, pragmatic solutions for resolving critical integration issues.