Merger and Acquisition Support

There is no substitute for lived experience and deep industry knowledge in any M&A initiative. Mosaic brings both of these elements to the table to support its clients' M&A objectives.
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.

Some of our work

Due Diligence

Valuation Assessment

Post-merger Integration Planning

Merger Integration

Client Work

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.

Due Diligence

Transaction processes often include preliminary assessments and value indications as a precursor to a full due diligence process commencing. We can support that assessment work and then follow through with detailed due diligence and risk assessment analysis as part of your due diligence team, with a particular focus on operating model risks and capabilities as they relate to operational functions along with supporting technology and data.

Our GRC team can also support your due diligence process bringing their expertise to bear to assess a target firm's governance, risk and compliance capabilities.

Valuation Assessment

Identifying potential risks and opportunities from a value impact perspective is fundamental to any transaction. We work with client-side valuation teams to quantify operational-related risks and opportunities to as to support a robust financial assessment of the acquisition opportunity from a commercial perspective.

We can also support the establishment of value/synergy tracking processes and frameworks to ensure the primary value drivers of a transaction can be effectively managed over time and value capture efforts reported on a transparent basis.

Post-merger Integration planning

The due diligence process can only tell you so much. Establishing a robust plan for pre and post day one activities which is understood and endorsed by key stakeholders ensures that the integration effort can get off to as an effective start as possible.

We can bring our programme management and planning capabilities to bear to support pre day one and post day one planning and work with key stakeholders to establish a clear transition pathway.

Merger Integration

The statistics relating to successful merger integrations often do not make for great reading. Execution is where value is created or lost and the first 90 days of an integration effort can set the tone for its success or otherwise.

Having established a clear transition pathway, we can then lead the implementation of that pathway, establishing appropriate programme governance, delivery structures, risk management and change management capabilities.

Where required we can also provide project resourcing support in the form of Project Management and Business Analysis.

Client Work

Acquisition of funds and wealth management provider

Mosaic supported the client-side deal team leading technology and operations due diligence, supporting business case assessment, and leading post-merger integration planning and execution.

  • NZD 310m deal value
  • Integration programme management and resourcing
  • Circa 550k accounts, NZD 20b FuM

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Administration platform acquisition

Mosaic supported the client-side deal team leading technology due diligence, and supporting business case development.

  • USD 200m deal value

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KiwiSaver book acquisition

Mosaic supported the client-side deal team supporting integration and migration planning, and execution.

  • 21,000 members, NZD 1b FUM
  • NZD 32m deal value

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Superannuation book acquisition

Mosaic supported the client-side deal team leading data and technology due diligence, then supported integration and migration planning, and execution.  

  • Deal value NZD 25m
  • 17,500 members, NZD 1.8b FUM

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Evaluation of an investment management and wealth management business

Mosaic supported the client-side deal team leadig technical and operations due diligence. Supported financial modelling, sequencing and business case completion.

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Sale and transition of funds administration business

Mosaic led the client-side team supporting transition management.

  • 22 schemes
  • 220,000 clients
  • NZD 5b FuM

Find out more. Get in touch today.

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