Post Acquisition Integration

Sliding Line

  • A major consolidator in the wealth management sector needed to build a scalable integration platform for absorbing both existing and newly acquired businesses into the group. Without a structured programme in place, each acquisition risked being treated as a one-off, increasing cost, delay, and disruption to clients and staff.

    The pressure was immediate. The business had to stand up the programme quickly, coordinate activity across multiple functions, and ensure the first integration landed on time. Three problems needed solving fast: teams were not aligned on what to prioritise, ownership of tasks was unclear, and key functions were not yet engaged in the programme.

  • We led and directed the integration programme end-to-end, working across five areas to build structure, drive delivery, and keep stakeholders aligned.

    • Consolidated existing plans from across the business into a single integration programme, agreed milestones with workstream leads, and held teams accountable to deliver against them

    • Defined clear roles and responsibilities across all workstreams to eliminate duplication and make the programme repeatable for future acquisitions

    • Ran steering and working groups to review risks, issues, and decisions, keeping senior stakeholders engaged and ensuring blockers were resolved quickly

    • Built and rolled out programme-level reporting templates across all workstreams, with actions tracked and managed through each steering cycle

    • Directed workstream leads across the programme once the structure was in place, coordinating delivery to maintain pace and alignment

    • Delivered the first acquisition integration on time, with all workstreams completing against agreed milestones

    • Established a reusable integration framework that the client could apply directly to future acquisitions, reducing setup time and risk with each deal

    • Achieved alignment across all key functions and senior stakeholders throughout the programme, with no significant escalations or delivery failures

    • Gave the business full visibility of programme progress through consistent reporting, enabling faster decisions and clearer accountability

  • For wealth management consolidators, the ability to integrate acquisitions quickly and consistently is a direct commercial advantage. Every week of delay increases cost and disruption, and a fragmented approach to integration makes it harder to realise the value of each deal.

    We built the structure, led the delivery, and left the client with a framework they could use again and again. That combination of hands-on programme leadership and repeatable methodology is central to how Exevion works. If you are planning acquisitions and need an experienced team to lead the integration, we would be glad to talk.

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