Case Study

Successful Integration of Retail Business in DACH and Benelux of a Global Sales Financier by the Retail Arm of a Leading Global Universal Bank

Following the acquisition of the retail business in DACH and Benelux regions by the retail arm of a leading global universal bank, a comprehensive post-merger integration was conducted.

At A Glance

Due Diligence
Definition of integration goals and strategy for business and IT
Planning and implementation of integration of products, processes, and cross-functional areas
Definition, negotiation, control, and change management for transitional license and service agreements (TLA & TSA)

The Story

After the successful acquisition of the retail business in DACH and Benelux regions by the retail arm of a leading global universal bank, LKPU was entrusted with overseeing the post-merger integration of consumer finance operations. The integration process focused on seamlessly integrating clients, processes, and IT systems.

  • Conducted comprehensive due diligence to assess the operational, financial, and legal aspects of the acquired retail business.
  • Definition of integration goals and strategy for business and IT: Defined clear integration goals and strategies for both business and IT functions, aligning them with the overall integration objectives.
  • Developed a detailed plan for the integration, encompassing the integration of products, processes, and cross-functional areas.
  • Oversaw the execution of the integration plan, ensuring coordination and alignment across various teams and functions.
  • Defined the scope and terms of transitional license and service agreements (TLA & TSA) to facilitate the smooth transition of services and ensure continued operations during the integration process.
  • Managed the negotiation process, controlled adherence to agreements, and facilitated change management as required.
  • Rebranding: Coordinated and executed the rebranding process, ensuring a seamless transition of the acquired retail business to align with the brand identity of the leading global universal bank.

Through our expertise in post-merger integration, LKPU successfully integrated the retail business in DACH and Benelux regions of the global sales financier with the retail arm of the leading global universal bank. The integration focused on clients, processes, and IT systems, resulting in a unified operation and enhanced value for the merged entity.

How We've Helped Clients

Seamless Integration of Long-Established German Private Bank and Subsidiary by a German Universal Bank

Successful Integration of a Large German Savings Bank into a German Universal Bank

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