Revenue Growth Support - Strategic Business Development/M&A Support
Profile of the client
$20bn Fund Administrator
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.
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.
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.
Supporting Business Development and Client Management
Related Case studies
Due Diligence and Process Reengineering
CLIENT PROFILE: Asset Management
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CLIENT PROFILE: Prime Broker