Multi-Affiliate Global Asset Manager Strategic Assessment of Operating Environment post M&A

Post acquisition of a new affiliate, the client was looking to rationalize disparate operating models and platform solutions. The operating environment consisted of a fully in-sourced model servicing the acquired affiliate, as well as a fragmented outsourced model for the legacy business. Olmstead led the client through evaluating capabilities, controls, cost, and scale of the insourced and outsourced models, and assessed suitability of existing market solutions and identified opportunities for change.