Merger and Acquisition Support

There is no substitute for lived experience and deep industry knowledge in any M&A initiative.
Mosaic NZ – Governance, Risk and Compliance Solutions for Financial Services
We support clients across the M&A process from due diligence, through to integration management bringing expertise to bear on complex and dynamic problems well beyond the initial deal structure.

Our Approach

Our financial services clients have recognised that Mosaic’s lived technology and operational expertise can make a significant contribution to their M&A due diligence, valuation assessment, post-merger integration planning, and implementation.  

These high value transactions carry a high degree of risk and are generally executed under significant time and resource pressure. This implies a strong imperative for having the right expertise providing pragmatic and accurate insights. 

From a basis of strong independent client-side advocacy, Mosaic has consistently provided objective advice and clarity for clients around  operational and technology components for a range of transactions.

Case Study 1

Acquisition of funds and wealth management provider:

  • Client-side deal team
  • Technology and operations due diligence, business case assessment, post-merger integration planning
  • NZD 310m deal value
  • Integration programme management and resourcing
  • Circa 550k accounts, NZD 20b FuM

Case Study 2

Administration platform acquisition:

  • Client-side deal team
  • Technology due diligence, business case contribution
  • USD 200m deal value

Case Study 3

KiwiSaver book acquisition:

  • Integration and migration planning, and execution 
  • 21,000 members, NZD 1b FUM
  • NZD 32m deal value

Case Study 4

Superannuation book acquisition:

  • Client-side deal team
  • Data and technology due diligence
  • Integration and migration planning, and execution 
  • Deal value NZD 25m
  • 17,500 members, NZD 1.8b FUM

Case Study 5

Evaluation of an investment management and wealth management business:

  • Client-side deal team
  • Technical and operations due diligence
  • Financial modelling, sequencing and business case completion

Case Study 6

Sale and transition of funds administration business:

  • Client side deal lead, transition management
  • 22 schemes, 220,000 clients, NZD 5b FuM

Find out more. Get in touch today.