Post Acquisition Integration for
Financial Services Organizations

Our major objective in structuring a financial services post-acquisition integration process is to mobilize and enhance the expanded resources through the application of strategically grounded financial marketing and sales approaches and methodologies. We also work with management to create a framework for setting priorities and allocating resources for incremental growth initiatives and tracking the progress of each activity.

Our post acquisition integration program for recently acquired or merged financial services organizations addresses three basic principles: pro-actively managing change; minimizing distractions; and resolving dissonance. Our post acquisition integration process begins with in-depth discussions with management to determine their objectives for the merged organization. We then develop the conceptual framework for the approaches, activities, materials and methodologies for effective implementation of the post acquisition integration. Just as every acquisition is the unique product of the component organizations, it follows that every set of post-acquisition challenges is unique to the management team that must resolve them. Our capabilities in the areas of market research, strategy formulation, positioning, decision process, problem and potential problem analysis, and corporate identity are all brought to bear in addressing the many aspects of post-acquisition integration.