Growth Through One Scalable Platform
A PE-backed insurance operator acquired eight regional and vertical specialists, but delayed integration led to duplicated technology costs, missed revenue opportunities, and reduced operational effectiveness across the portfolio. A unified data and systems integration strategy was developed to enable the businesses to operate as one, support scalable growth, and materially reduce ongoing operating costs.
Our data, technology and cyber security experts reviewed conducted a comprehensive discovery resembling retrospective technology due diligence across data, technology infrastructure, Cyber security, and operations across all acquired companies. This identified significant tech debt, cyber and data risks, and scalability limitations. This set the direction for designing and delivering an integrated platform through an integration plan that remediated risk during delivery.
Risk Mitigated
- Defined a clear plan to remediate tech debt and mitigate risks during integration delivery.
Unlocking Value Creation
- Unified platform enabled effective up-sell and cross-sell from customer and transaction visibility across all divisions.
Enabling M&A
Established foundation for operational scaling and ease further acquisition integrations.
.