Demerge & Eventual Sale Transaction

Through effective program enablement, the client was able to seamlessly pivot away from a demerge and trade sales of it's investments businesses

Industry | Finance

The Ask

The client had initially made the decision to demerge its Investment Management division, and we had been asked to establish a Program to support that demerge.

The Challenge

The client decided to pivot from a demerge to trade sales for its domestic and international businesses to two different acquirers.  The Program quickly needed to pivot to support the client outcome.

Synerga's Approach

In parallel to the existing demerge program, we established a new program to support the change, including:

• Stream-by-stream change assessments to determine sizing, work required (not required), 

• Gap analysis, to understand work that might be re-usable under a trade sale scenario

• Program mobilisation – streams, leads, governance, structure/cadence

The Outcome

The client was able to seamlessly pivot away from the demerge, with two programs of work established for the trade sales of its Investments businesses.  We supported delivery of the work through to transaction completion across both programs.