M&A of an investment division - conovus - Beratung für Banken und Finanzdienstleister
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M&A of an investment division

About This Project

M & A of an investment division for a domestic bank

Project Scope:

  • The objective of the project was to sell the investment arm of a bank to meet the strategic goals of the management. The Bank’s investment division is active in the manufacture and sale of financial products to private and business clients as well as institutional clients. Furthermore, market making services are provided for exchange-traded products and asset management activities.

Project Results:

  • Assist in the definition and development of a lean and efficient target IT and process architecture of the buyer.
  • Definition of migration paths and processes for the transition of the portfolio.
  • Migration of IT applications and simultaneous integration into an efficient IT infrastructure of the buyer.
  • Transfer of issuer obligations of the bank to the buyer.

Customer Value:

  • Spin-off the investment business and thereby streamline the core business of the bank.
    Reduction of current IT costs through the sale of IT applications

Trading & Capital Markets