NAVIGATING MERGERS AND ACQUISITIONS ON ALADDIN
Mergers and Acquisitions Integration
With more than two decades of experience, Strata combines vast Aladdin expertise with a proven track record of guiding firms through transitions such as Mergers and Acquisitions. Our strategic approach ensures the platform scales seamlessly, minimises operational disruption, and remains fully aligned with broader business objectives.
Navigating Mergers and Acquisitions on Aladdin
The Aladdin platform is transformational for organisations and a critical enabler in complex corporate events, including mergers, acquisitions, divestitures, spin-offs and public offerings. With over two decades of experience, Strata brings deep Aladdin expertise and a proven track record of guiding clients through these transitions. Our strategic support ensures seamless scaling of the Aladdin platform while minimising operational disruption and aligning with broader business objectives.
Below we have grouped corporate activity into 4 scenarios, these scenarios and hybrid combinations of them can be used to plan for all the corporate activities we see.
Growth
Many clients use their Aladdin implementation to consolidate fragmented operating models, typically the product of previous corporate transactions onto one platform globally. This delivers a single Target Operating Model (TOM) onto which future activity will be merged, a blueprint for growth, as such these become repeatable with Aladdin integrations or onboardings.
Decommission
An Aladdin client is acquired or merged with a non-Aladdin client, post an advisory review, Aladdin is either the winning or losing consolidation platform. In the event it is being decommissioned the off-boarding and transition of data is governed by the Service Agreement onto the new TOM and platform.
De-Merger
We have seen large Asset Owners and Asset Managers deciding to return to their core business and/or regional footprint after a growth phase. As part of the refocus, non-core regional or business specific entities are de-merged and in the process spun-out of the client’s Aladdin environments as new Aladdin clients. In many cases, inter-company relationships continue as ongoing strategic partnerships, which creates complex data requirements for each entity covering both historical records and forward-looking needs.
Key data requirements are often driven by regulatory compliance and reportingl as a result, data sharing remains ciritcal across the Aladdin environments during the transition process.
Partial Spin-off
Similar to the de-merger, a partial spin-off, can be a non-core business that is being held back from a growth perspective, as such, it is better off being standalone and spun-out of the existing Aladdin client as a separate entity. The path for the spun-out entity can vary depending on its strategic drivers, the use of Aladdin as its growth platform, and as such has the potential to regenerate renewed corporate activities of its own. Often the business activity of the spun-out entity is specialised and narrow in focus, one key requirement, ensuring the TOM and use of Aladdin can fuel the next chapter of growth.
How can Strata Help? Key Considerations for Clients
Due Diligence and Advisory
- Transactional due diligence – Operations and Technology including operating model, fund structures, Institutional portfolios holdings analysis, AUM mix
- TOM Advisory, feasibility and planning work
Aladdin Environment Advisory Separation / Integration Strategy
- Tech assessment and planning work
User Access Permissions and Data Governance
- TOM and User group alignment including any BPR alignment to existing or new workflows
- Investment Compliance review, coding and testing
Data Strategy
- Transactional and performance history
- Security master, positional and portfolio metadata
- Interfaces, APIs, Extenal files, reconciliations, SWIFT, CTM setup, FIX Consolidation
- Historical data storage and access
Operating Model (TOM) Planning and Configuration
- Portfolio Management
- Trading
- Middle & Back Office
Decommissioning
- Alignment of systems, data and workflows to the strategic post-close structure
- Data retention and access policy/methods
- Audit requirements
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Let us guide you through transformational change on Aladdin
Why Clients Trust our Team
INDUSTRY PRACTITIONERS
Our industry practitioner led delivery teams will enable you to successfully adopt Aladdin across Front, Middle and Back office. With hands on Aladdin practitioner experience from Asset Managers, Asset Owners and Asset Servicers, we design and deliver the change for your organisation.
DELIVERY CERTAINTY
We are one team, that takes responsibility for delivering outcomes for our clients across the Aladdin lifecycle. With many ex-BlackRock, our team gives you access to the gold standard in training, process definition, data integration, and Aladdin knowhow to enable your teams.
GLOBAL TEAM
We bring clients the experience of our collective involvement in all major Aladdin implementations globally, with offices across the US, EMEA and APAC regions as a result of continued client success. Rely on our team to deliver your project or augment your team.
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