CASE STUDY

Revenue Growth Support - Strategic Business Development/M&A Support

Profile of the client

$20bn Fund Administrator

Challenge/Goals

The firm and its private equity investor wanted to identify smaller administrators and complimentary service providers with specific product profiles, that were experiencing specific growth challenges. The client also wanted to identify those entities that may be interested in strategic discussions.

Solution

Convergence M&A Support Services was utilized to identify firms who were experiencing growth challenges, had historical decreases in client base, serviced a complimentary market segment and had a particular Assets Under Administration (AUA) profile.

Results

Convergence analytics identified 100 firms and our subject matter experts reached out to the firms identified, while facilitating over 20 discussions with potential candidates. Our client has gone to NDA with two of the identified targets.

OUR SERVICE

Supporting Business Development and Client Management

Related Case studies

Due Diligence and Process Reengineering

CLIENT PROFILE: Asset Management

FINRA Planning & Approval for Prime Brokerage & Portfolio Margin

CLIENT PROFILE: Prime Broker