Global Insurance Broker – Post Merger Integration
Context & Challenge
Following a landmark $8.75B merger, the new global entity faced the challenge of integrating fragmented IT estates across 140 countries and 45,000 employees to capture $100-125M in announced synergies, all while pivoting to a cloud-first strategy under intense regulatory scrutiny.
Our Role & Approach
We led the IT integration workstream and operating model redesign, from due diligence through to planning. We designed the business case for a global cloud network, built synergy-aligned operating models, and provided infrastructure and security diligence for a subsequent $30B proposed merger.
Key Outcomes Enabled
Synergy Capture: Produced credible integration plans underpinning $100M+ in projected annual cost savings.
Cloud-First Future: Defined a scalable, global roadmap for cloud-based services across 140 countries.
Deal Assurance: Validated IT and security assumptions for a subsequent $30B transaction, strengthening regulatory confidence.
Operating Model Clarity: Aligned technology and business priorities post-merger to ensure strategic goals could be delivered.
