Merger Synergies in Financial Services


The client is a medium sized Venture Capitalist with a diverse portfolio of investments. They purchased two specialist financial service companies with the intention of merging same and delivering the synergistic benefits.

However, initial efforts to merge the companies and deliver on the business plan had highlighted weaknesses in the management team.

The client felt that an external resource with strong change management and financial expertise would help shape the new business while they considered changes to the top team.

Consulting Assignment

The client asked us to assist the directors in merging the two companies and to focus on the delivery of the originally budget financial benefits.

Key Project Activities

Detailed review of operations and financials identified:-

  • non-core activities for harvesting
  • re-organisation opportunities to eliminate duplication of effort
  • economies of scale opportunities for contract re-negotiation
  • efficiency and effectiveness opportunities

Design and delivery of a management reporting process to highlight performance gaps.

Participation in the monthly board meeting to drive the change agenda.

Client Benefits

The key benefits were:-