Post Merger Integration Planning
The acquisition of competitors or firms that complement the acquirer’s investment management products and services requires detailed analysis of business processes and practical solutions for a different, larger operating model. Citisoft consultants have provided clients in the UK, US and Europe with services to help track and realize the benefits of integration, including:
- Identification of functional and technical overlaps through the mapping of core investment processes
- Building Centers of Excellence — locating capacity and skill sets to provide value-added internal services to the merged firm
- Workflow design and re-engineering of functional and technical processes
- Future state definition
- Advice on vendor and supplier management for resulting service level changes