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Mergers & Acquisitions Advisory

Revealing true value for investors

We help investors to understand hidden risks and opportunities in business operations as well as IT environment of target organizations.

We help mitigate investment risks and reveal hidden value

  • Deep insight into organizations
  • Battle tested due diligence methodology
  • Hands-on approach

Trusted by

Professional services for all phases

We will guide you through all phases of a merger or acquisition of your company.

We have in-depth expertise or focus on specific domains in the most critical M&A processes.

PRE-MERGER

Eurobank Direktna
T-Mobile
KBC Bank
ČSOB
Slovak Telekom
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CUSTOMER CONSOLIDATION ENGINE CAN SAFE AS MUCH AS 80% OF THE NECESSARY WORKLOAD BEFORE DUE DILLINGENCE

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Data Consolidation & Anonymization

Preparation of the analytical data set of the due diligence purposes and providing necessary information about future synergies. 
 

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Legacy Data Quality Assessment

Detailed assessment of current data quality level for the future detailed planning of data migration. Remediation actions included.
 

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Customer Profiling & Portfolio Overlap

Understanding the profile of the merged portfolios of the two banks and overlap between the portfolios.

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Target Segmentation Clustering

Customer segmentation based on the consolidated information from the two merged entities (including consolidated customer exposure).

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Branch Product Portfolio Analysis

Understanding of the existing geographical structure of the two customer portfolios.

POST-MERGER DAY 1

Intesa Saopaolo
Dresdner Bank
Eurobank Direktna
ČSOB
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RESOLVING REGULATORY COMPLIANCE SOON AFTER THE LEGAL MERGE PROVIDES MORE SPACE FOR APPROPRIATE PLANNING FOR THE POST-MERGER INTEGRATION (INCLUDING DATA MIGRATION)

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Intermediary Consolidated Regulatory Reporting

Resolving regulatory reporting compliance even without integrated IT landscape might be mundane job to do. We have done it before. 

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Data Migration Approach

Depending on the overall migration approach (phased, big bang), necessary strategy have to be elaborated also for data migration. We do have plenty of experiences and accelerators.

POST-MERGER INTEGRATION

Erste
T-Mobile
KBC Bank
ČSOB
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DATA MIGRATION IS TYPICALLY ON THE CRITICAL PATH FOR THE ACTUAL POST-MERGER INTEGRATION. ONE OF THE MAJOR CONTRIBUTORS TO THE PROGRAM DELAYS. NOT WITH US.

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Data Migration

End-to-end data migration including source data analysis, understanding of the target system needs and implementation of the transformation rules/procedures.

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Data Quality Issues Resolution

Automated resolution of the identified data quality issues and/or transparent reporting and input for the manual cleansing activities.
 

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Migration Reconciliation

Comparison of the financial and non-financial figures and dimensions between legacy world and target core-banking ecosystem.

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Customer Consolidation

Target consolidation of the customer portfolios of the two merged banks.

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Business Intelligence Adoption

Adjustments to the BI and Data Warehousing ecosystem (mainly for the purpose of regulatory reporting).


How our M&A Specialists Help Customers

Our M&A Accelerators

Data Migration Engine

Management console for very controlled execution of the data migration. Prompt and transparent overview of migration success, erroneous migration records, suggestions for the remediation actions.

Customer Consolidation Engine

Robust platform for the customer match and merge, consolidation, unification and mastering. Predefined matching and merging rules and great kick-started for either initial customer consolidation or target consolidation during the post-merger integration.

Data Quality Framework

Self-learning, outlier detection, duplicate detection, standardization rules, issue resolution, change notification, detection of the data patterns, end-less variety of the expressions and issue resolution mechanisms.

Proven knowledge of major legacy and target systems providers

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Case studies

ČSOB Bank merged data from Istrobanka in just one year

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900

target attributes mapped

12

months to merge data from Istrobanka

ČSOB Bank had to merge the data from Instrobanka into its systems. Due to multiple reasons, it was obligatory to deliver in just 12 months. 

  • 35 distinct types of interfaces required
  • 900 target attributes mapped
  • 70 reports created
  • 100 ICT people involved (most of them part-time)

The first phase of the project release had ambitious timing of 2,5 months until production deadlines for DWH/MIS alignment, legal merge, connecting payment systems, rebranding, and unified pricing. In addition, migration of client data and Euro current accounts was required.

Six months after the project started, Adastra realized client data updates and migration of card holders, deposit and credit products, payment products, and collaterals. Also finished extracts of migration results for migration debit cards, electronic banking, proxy rights/signature specimen, and customer letters. During the last phase, Adastra also completed the migration of credit cards and mortgage loans, extract for credit cards migration, and cleaning wave to enable preparation of systems switch-off.

Adastra prepared consolidated regulatory reporting for Direktna even without integrated IT infrastructures

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5+

FTEs

8

months to merge data from OTP

The merger of Eurobank Serbia with Direktna required quick preparation of the consolidated regulatory reporting combining the reports from both banks. 

  • Consolidated regulatory reporting is prepared even without having the IT infrastructures integrated.
  • A very complex ecosystem of the reporting stakeholders (consisting of local and group-wide regulatory reporting).
  • Extremely tight deadline for the delivery.

ČSOB Bank merged data from OTP as a part of the post-merger integration

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1000+

target attributes mapped

8

months to merge data from OTP

As part of the post-merger integration, ČSOB Bank had to merge the data from OTP into its systems (Temenos T24).

  • 16 different areas required
  • 1000+ target attributes mapped
  • Thousands of person days of effort (both from vendor and customer side)
  • Migration into the system, which was not entirely stable at that period (moving target for the mapping)

Adastra deployed Migration Engine frameworks. We have also arranged adaptation with a new data layer for T24 API structures and ME Admin Console. Customer Data Consolidation included personal and address data of customers standardization and cleanup. Also, Adastra marked OTP customers existing in ČSOB SK for consolidation. Moreover, Adastra designed consolidation rules and provided consulting support to ČSOB in resolving customer overlap issues.

Data preparation, migration, and testing phase included: source systems data model, data imports, source-to-Target mappings (near-SQL), transformation scripts, and code-book lookups between source and T24.

Adastra migrated several millions of active users into the new CRM system in Slovak Telekom

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24

The project of implementing the CRM system took 24 months

Millions

of active users/subscribers had to be migrated

Slovak Telekom was implementing a new CRM (Siebel), the most core system in the telco segment (mastering all the client data and information about the product ownership).

  • Several thousands of distinct products in Slovak Telekom portfolio (both in retail & corporates business line)
  • 3 CRM systems had to stay synchronized in parallel for a limited period (2 versions of Siebel + 1 legacy CRM system for retail business line)
  • 100+ cooperating consultants in the entire program

Adastra also had to coordinate various vendors in the migration process (preparation of the single source of the truth for the migration, adjustment to the new source system (Siebel CRM), and system integrator.

Get more info today, start implementing tomorrow.

Thank you

We will contact you as soon as possible.

Marius Maslo

CEO Adastra Slovakia

Miroslav Kolář

CEO Adastra Business Consulting