Case Study: Post Merger Integration – Business Services

ABOUT

A Private Equity owned global business services firm required a programme to be designed and delivered to integrate Channel Islands based Private Equity & Real Estate Fund services businesses.

 

THE CHALLENGE

  • Following the acquisition of the Private Equity & Real Estate (PERE) fund services business from a US firm the Programme Manager was engaged to design and lead the carve out and integration.
  • To receive regulatory approval for the transaction and deliver a combined and fully operational business within 12 months.
  • Requirement to navigate a complex technology landscape of over 170 legacy systems.

 

THE SOLUTION

  • A new PERE operating model was defined and implemented in order to transform the business and achieve the target run-rate KPIs set out in the business case.
  • Put in place and operate appropriate Programme controls, reporting and risk management processes.
  • Ensured timely delivery of all Programme objectives as agreed by the Steering Committee, in line with local regulatory requirements.

 

CAPABILITIES WE DELIVERED

  • Approval for the transaction gained from JFSC.
  • Feedback from the client and regulator on the quality of the programme governance has been exceptional.
  • Existing remediation issues managed.
  • Programme to deliver full integration currently ongoing.

 

To find out more about our services across consulting including more information on how we can provide a consulting team or an individual for an interim assignment please get in touch.

Ready To Get Started?

 

Complete the form below and a Sheffield Haworth representative will contact you shortly.

 






*Required




(Attach only doc, docx, pdf, rtf, or txt with a size less than 3MB)