Following the acquisition of a competitor’s $50B+ OCIO book of business, the client needed to efficiently integrate critical data into their legacy technology ecosystem. To ensure a seamless and rapid transition, they engaged Olmstead to provide strategic leadership and execution support to meet their aggressive integration timeframes.
Olmstead led the client’s data team through the full post-M&A data integration lifecycle, covering data management, middle office, and front office technologies. Beyond the technical migration, Olmstead strengthened the firm’s operational capabilities by implementing targeted training and job shadowing programs, equipping junior staff and new hires with essential expertise.
Through Olmstead’s leadership, the client successfully streamlined integration, minimized disruption, and enhanced internal data capabilities—ensuring long-term scalability and operational continuity post-acquisition.
