Merger-Integration Case Study

Merger-Integration Case Study

Background

Two retail financial institutions were in a merger discussion, and we were brought on to improve ROI from unified branding and the corresponding strategy.

Approach

We studied the number of branches of each entity, their geographical distribution, footfalls, current state of branding infrastructure to segment and create a prioritized roadmap and implementation plan. As part of the exercise, we also assisted the acquiring entity with the amount of capital outlay needed and the timeframe, thereby building a business case with a ground-up cost structure.

Results

With the approval of our holistic implementation plan by the company’s Head of Distribution, we switched gears towards implementing the plan by selecting the right vendor for the client.

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