01.
The Challenge
After announcing plans to acquire a regional bank and wealth manager, the Client sought a partner for leadership and support in technology integration. RGP was chosen to provide executive-level strategic advisory in designing the technology integration program, including the integration risk and governance plan, to ensure a structured transition. Additionally, the RGP team managed day-to-day technology program activities, identifying gaps and requirements for Legal Day 1, developing remediation recommendations, and overseeing the technology integration plans.
02.
What We Did
RGP deployed a team of M&A experts, industry practitioners, and technology program managers to provide strategic advisory and support across the technology integration office, led by the former CIO of Ally Bank and a Bank of America M&A tech transition executive. Drawing on previous integration experience, RGP leadership helped the Client identify, escalate, and prioritize technology tasks critical for Legal Day 1. RGP also offered structured program management, guiding tech stakeholders through the design and planning phases of integration, while developing customized frameworks and tools to enhance cross-firm collaboration and efficiency across five major workstreams.
03.
Our Impact
RGP enabled clear visibility into critical priorities for deal close, facilitated collaboration, and ensured on-time, on-budget deal closure with ongoing support for post-close integration efforts.
case studies
