Financial Services Case Study 3

Conducted Post-M&A Procurement Synergy Capture Effort

Client Profile

$850MM financial services company with locations in five southern states

Client’s Issue

The client had recently acquired one of its largest competitors and sought help with its post-acquisition procurement integration for the combined entity.

Our Approach

Insight Sourcing was selected to assist the client with:

• Post-acquisition procurement M&A integration
• Purchase-to-pay processes and procurement organization redesign with implementation
• Travel Agency sourcing and policy development

Categories Addressed

• Advertising Agency & Media Buys
• Direct Mail
• Office Supplies
• Telecommunications
• Armored Cars
• Elevators
• Notice Printing
• Document Storage
• Small Parcel
• Integrated Facilities Management
• Legal Services

PROJECT RESULTS: Conducted Post-M&A Procurement Synergy Capture Effort