Merger / Acquisition Consolidation Planning & Execution Support
The complications associated with mergers and acquisitions can be immense.
Whether it involves an entire financial institution or a new business line, in-market or out-of-footprint, legacy systems or new technology, the issues and potential pitfalls are numerous.
Align FSC has practical experience in merger and acquisition planning which includes identifying suitable target companies, developing strategic direction for newly consolidated institutions and addressing cultural and tactical issues to optimize operations just to name a few.
Focus areas typically include:
- Due diligence
- Market analysis
- Organizational design
- Backroom operations
- Legal / regulatory
- Information systems
- Delivery systems
- Product line
- Branding & marketing planning & execution
- Internal & external communications
- Financial impact
- Change management
Align FSC has assisted many clients to successfully implement mergers and acquisitions.
We can help you address critical issues that are frequently overlooked; such as:
- How do the customer bases of the consolidating institutions differ? What market segments should be targeted?
- How should the combined product line be rationalized and configured to address the needs of the highest priority customer segments?
- What new opportunity does the market footprint of the merged institution present? Which branches should be closed, which ones should remain open, are there any markets that will be underserved, and what will be the financial impact of the reconfiguration?
- What changes will be required to the electronic delivery systems?
- How can the technologies and operations of the merged institutions be optimized?
- What are the anticipated impacts of the consolidation on the people of the company? How should the executive team communicate with the staff to effectively offset any potential negative effects associated with the change?
In these engagements, Align FSC analyzes the current environment of both institutions and formulates a business strategy to identify their strengths and weaknesses, identify potential risks and set direction for the merged company.
The resulting plan encompasses a recommended marketing and communications strategy for the new organization along with comprehensive product line, delivery system, technology and communication plans.
Our capabilities to support you do not end there.
Our professionals have significant experience helping organizations to execute the consolidation plans -- handling every aspect of the integration including resource allocation, project management, logistics management, system conversions and customer communications.
Read our Product Profile: Merger & Acquisition Support