MERGER & ACQUISITION
Turn M&A Complexity into Competitive Advantage.
You've just closed the deal. Now comes the hard part: integrating two technology stacks, reconciling conflicting data models, and keeping operations running while your teams navigate the chaos of dual systems.
The stakes are high. Failure to consolidate effectively leads to redundant systems, siloed data, and complex, predominantly manual and error-prone processes. This creates unsustainable barriers to efficiency and prevents you from realizing the full strategic value of the acquisition.
Common post-merger pain points include:
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Redundant Platforms: Running two or more investment systems in parallel, leading to high license costs and daily integration issues.
Incompatible Data: Trying to merge different data models, classifications, and valuation methods.
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Lack of a Single View: An inability to create a complete Total Portfolio View for the newly combined entity, which severely impacts risk management and executive decision-making.
Reporting Chaos: A negative impact on reporting means you cannot deliver accurate management and client reporting on time.
Inefficient Workflows: Teams from both organizations continue to use sub-optimal operational workflows, often requiring manual intervention just to complete daily tasks.
The M&A Integration Challenge
The central challenge is migrating an entire business entity onto your platform. This often means managing a multi-system landscape and trying to force-fit incompatible workflows.
A Unified M&A Integration Roadmap
Dimensional Community provides a clear, proven path to transition the acquired entity from a multi-system landscape to an automated and streamlined efficient single platform.
We work in partnership with the client to manage the complete consolidation of the new company's portfolios, data, and workflows into your existing SimCorp installation. Our goal is to create one source of truth and a single, unified operating model for the combined organization.
Our proven methodology typically completes full platform consolidation in 3-9 months, minimizing disruption and accelerating time-to-value.
1. Discovery and Strategic Mapping. We start by mapping your acquired company's entire technology landscape against your existing SimCorp environment—identifying gaps, risks, and the fastest path to consolidation. We perform a comprehensive gap analysis and define the most efficient integration strategy.
2. Data & Platform Consolidation. This is the core of the integration. We manage the full migration of all required data—from portfolios and static data to historical transactions—from the legacy system(s) into SimCorp. This includes configuring new funds, legal entities, and chart of accounts structures as needed.
3. Workflow & Process Harmonization. We redesign and simplify operational workflows to create a single, automated standard for the combined firm. This includes trade capture, valuation, reconciliation, settlement, and administrative processes, reducing manual intervention to exception handling only.
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4. Valuation & Reporting Integration. We perform the extensive work and effort to ensure all assets are valued consistently. We establish correct curves and models and configure the reporting framework to deliver a true and complete Total Portfolio View that reflects the entire merged organization.
How We Do It
Our methodology combines deep industry and technical system expertise to manage every phase of the integration, ensuring a seamless transition.
Realize the True Value of Your Acquisition
Partnering with Dimensional Community for your M&A integration unlocks the efficiencies and synergies you targeted in the deal, setting your organisation up for future growth opportunities.
A Single Source of Truth
The final result is a combined positional IBOR in a single system, enabling a true and complete Total Portfolio View for all stakeholders.​
Significant Cost Reduction
By optimizing, simplifying, and automating tasks, you can decommission redundant legacy systems, eliminating excess license fees and reducing labor costs.
Streamlined & Scalable Operations
You achieve "process simplification and streamlined operations across the entire firm, creating a scalable platform that can easily absorb future acquisitions.
Accurate and On-Time Reporting
Your organization gains the ability to deliver accurate and on-time management and client reporting from day one, providing clear insights into the newly combined entity.
Your M&A Integration Partner
As a leading, global SimCorp consultancy with over 2 decades of experience, we have the proven track record and deep SimCorp expertise to make your complex integration a success.
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Planning an acquisition? Let's discuss your integration strategy before you sign.
Already mid-integration? We can help you get back on track.