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Financial Services

Consumer finance co. compounding growth through tuck-in acquisitions

Context

A PE-backed consumer finance company pursued a tuck-in acquisition of more than 100 bank branches to accelerate growth, a move that would nearly double its size and significantly increase operational complexity. To succeed, leadership needed to seamlessly integrate systems and processes, rebrand branches, and scale technology and operations without disrupting day-to-day business. They’re seeking support to plan and execute a flawless separation, integration, and core system migration ahead of closing.​

Value Created

127 branches transitioned​
to new ownership​
18-month transition period​
to running on new systems​
100% on time exits​
of TSAs​

People

VALUE LEVERS

  1. Embedded integration leadership​
  2. Cross-functional coordination

HOW WE DID IT

  • The team was deeply embedded from acquisition planning through implementation to provide hands-on expertise and continuity across the full integration lifecycle​
  • Leaders aligned internal teams and third-party developers to manage complex branch and system transitions without disrupting day-to-day operations

Process

VALUE LEVERS

  1. Disciplined integration governance​
  2. Accelerated TSA exit

HOW WE DID IT

  • A structured release approach and tollgate process were deployed to objectively track progress, manage risks, and ensure a flawless integration​
  • Rigorous planning and execution enabled all new locations to transition simultaneously and exit Transition Service Agreements on time

Technology

VALUE LEVERS

  1. Core system consolidation​
  2. Scalable platform upgrade

HOW WE DID IT

  • Acquired branches were migrated onto the new owner’s core systems to eliminate fragmentation and support a unified operating model​
  • The loan origination system was replaced with a more capable solution to support expanded branch operations and future growth