04 / M&A, Due Diligence & Integration

Make the deal work for the business and its clients.

Understand what you are acquiring and plan how the businesses will work together. Allington supports wealth and advice acquirers with commercial, operational and investment diligence, integration planning and execution oversight.

Discuss your priorities

When we can help

Does this
sound familiar?

You are considering an acquisition and need to understand the target’s proposition, operations and investment approach.

You need a practical plan to bring together teams, systems and client propositions after completion.

A series of acquisitions has created complexity, and the expected benefits are proving difficult to deliver.

The work

From the question
to practical progress.

Test the business case

Review the target’s proposition, growth assumptions, economics and operating capabilities. Identify questions that could affect the deal rationale or the work required afterwards.

Design the integration

Decide what should change, what should remain and in what order. Cover client service, advisers, investment propositions, operations, systems and governance.

Prepare for completion and beyond

Set out responsibilities and priorities for day one, the first 100 days and later phases. Give attention to continuity, communication and adviser and client retention.

Track the intended benefits

Connect integration work to the original business case. Monitor dependencies, duplicated costs, growth priorities and issues that need leadership decisions.

What you take away

Useful outputs.
Clear ownership.

Depending on the assignment, your work may include:

A commercial, operational or investment diligence assessment.
An integration plan with priorities, owners and dependencies.
An investment proposition migration plan and oversight framework.
A tracker for the intended benefits and key integration risks.

Your first step

Start with the decision or integration risk in front of you.

The assignment may focus on a target, a particular diligence question or a post-deal integration challenge. The scope should match the transaction and the team’s capacity.

Talk about a focused review

What we might look at

The deal rationale and current stage of the transaction.
Relevant information about the businesses and propositions.
Known integration questions, constraints and responsibilities.

What you leave with

A focused assessment of the issues that matter, the further questions to resolve and the next priorities.

The scope

Support is for acquisitions and integration within wealth and advice businesses. Commercial, operational and investment work is scoped alongside the firm’s legal, tax, financial diligence and other transaction advisers.

Connected support

Also worth exploring.

Operating Model & Transformation

Improve workflows, clarify responsibilities and release capacity so your people can deliver a consistent service as the firm grows.

Investment Consulting

Review your investment proposition, strengthen governance and build clear, proportionate processes for research, oversight and adviser communication.