Post Acquisition Integration

Sliding Line

  • Exevion was brought in by a major consolidator in the Wealth Management sector to initiate and set up their integration programme. The project was focused on creating a platform onto which new and existing acquisitions would be integrated into the group.

    The project had significant time pressure, and this meant we focused on the following key areas:

    • Prioritisation: ensuring that teams were focusing on the high-impact areas required for the programme delivery;

    • Clear Delineation of Responsibility: ensuring that there was no duplication of effort and that the capacity of team members was managed effectively;

    • Engagement: ensuring that the programme received engagement from all functions involved in delivering the integration.

  • Exevion was responsible for leading and directing the integration programme to ensure that it was delivered on time. This included setting up and managing multiple cross-functional workstreams. We worked across 5 key areas to support the programme:

    Building and Owning the Plan: we consolidated existing plans from across the business to build an integration programme. We agreed on milestones for the integration and then managed the teams to deliver against them;

    Articulating Roles and Responsibilities: we ensured that the integration programme was repeatable for further acquisitions. We did this by defining and maintaining clear roles and responsibilities throughout the programme;

    Managing Key Stakeholders: we ensured effective decision-making by running steering and working groups that reviewed risks, issues, and decisions required to deliver the programme. These kept stakeholders aligned and engaged, which helped the programme to hit agreed milestones;

    Building and Managing Reporting: we developed programme-level reporting templates that were implemented across workstreams. Workstream reports were reviewed during the steering groups, with actions noted and managed;

    Direct the Integration: once the programme was set up and ran effectively, we directed the programme workstreams to coordinate effective delivery.

  • We set up and ran the integration programme, which resulted in the following:

    • A clear plan in place with resource requirements identified and agreed, this kept teams aligned and was a key input for coordinating delivery;

    • An integration framework in place and workstreams established, this could be used for integrating future acquisitions into the group;

    • Key stakeholders aligned and engaged with the programme, this meant that the first integration was completed on time;

    • Clear reporting templates and guidelines in place across all workstreams, which ensured visibility of the programme to stakeholders.

  • For industry consolidators, having a repeatable structure for a post-acquisition integration is important as it allows cost savings to be quickly realised post-acquisition.

    Setting up and delivering a programme like this requires strong leadership and structure to ensure all programme components are completed on time to deliver an integration at pace.

    At Exevion, we have extensive experience managing post-acquisition integrations and would love to hear how we can help you.