Acquisitions and Divestments

Integrated Advisory (IA) specialises in assisting clients implement, execute and deliver complex acquisitions and divestments. Our proven methodologies streamline transitions, mitigate risks, and ensure regulatory compliance, enabling smooth integration or separation of the businesses.

Strategic Transaction Support & Planning

Assessment of divestment or acquisition feasibility from an operational and technology perspective
Definition of end-state operating model and key transition considerations
Development of transaction roadmaps aligned to commercial objectives and regulatory constraints
Support for deal structuring, including asset perimeter definitions and service continuation plans
Identification of key risks, dependencies, and required pre-conditions for deal execution

Operational & Technology Due Diligence

In-depth analysis of investment, custody, registry, and administration platforms
Identification of integration, separation, and transition requirements across people, processes, data, and systems
Assessment of third-party service agreements and downstream operating impacts
Data readiness assessment and remediation planning
Validation of internal capabilities and capacity to absorb new business or unwind divested assets

Transition Execution & Program Delivery

Design and implementation of separation or integration programs, underpinned by robust governance
Management of end-to-end execution including service disaggregation, system reconfiguration, and stakeholder transition
Detailed execution plans for custody and asset transition, data migration, and operational handover
Implementation of tools and frameworks to manage complexity and provide real-time visibility of progress
Coordination across legal, operational, investment, and technology teams

Asset Transition & Investment Management Realignment

Planning and oversight of large-scale asset transitions, including listed and unlisted investments
Execution of SFTs, IFTs, and redemptions where required as pre-conditions to deal finalisation
Tax, unit pricing, and valuation considerations to maintain integrity during asset transfer
Harmonisation of investment mandates and renegotiation of manager arrangements where appropriate
Risk management and member equity protection throughout the transition process

Data Separation, Migration & Integration

Development and execution of robust data migration strategies to ensure continuity and integrity
Support for extraction, transformation, and loading (ETL) processes across investment, member, and registry data
Parallel run testing, reconciliation and post-migration validation
Implementation of transitional service arrangements to mitigate disruption
Delivery of separation and integration activities with minimal impact to ongoing operations

Stakeholder Engagement & Regulatory Compliance

Engagement with internal and external stakeholders including APRA, ASIC, auditors, custodians, and administrators
Development of member and client communication strategies
Assurance activities to ensure compliance with regulatory requirements and fiduciary obligations
Preparation of board and investment committee papers to support decision-making
Ongoing reporting, governance support, and change management

Why Businesses Choose Integrated Advisory

Trusted partner for both buy-side and sell-side engagements across complex deals
Industry-specific expertise in superannuation, investment operations, and financial services
Proven frameworks for transition, separation, and integration — built for regulated environments
Ability to bridge technical, operational, and strategic domains within a single engagement
Strong analytical, data, and program delivery capability
Focus on business continuity and minimising disruption to BAU

Client Impact

Our Industry-specific expertise and proven frameworks empowers businesses to:

End-to-end transaction support – from due diligence through to post-deal integration or separation
Reduced execution risk – via structured planning, proven frameworks, and experienced transition leadership
Faster time to value – with accelerated delivery of transaction milestones and business benefits
Confidence in compliance – ensuring regulatory and fiduciary obligations are met throughout the process
Seamless transitions – across investment, operational, and technology domains with minimal disruption
Enhanced stakeholder alignment – with clear communication, strong governance, and collaborative delivery
Cost and efficiency gains – through harmonisation of systems, processes, and service arrangements

Integrated Advisory is uniquely positioned to de-risk acquisitions and divestments being undertaken by clients.