Financial Services Case Studies

Financial Services Case Studies

Conducted Post-M&A Procurement Synergy Capture Effort

Client Profile

$850MM financial services company with locations in five southern states

Client’s Issue

The client had recently acquired one of its largest competitors and sought help with its post-acquisition procurement integration for the combined entity.

Our Approach

Insight Sourcing Group was selected to assist the client with:

  • Post-acquisition procurement M&A integration
  • Purchase-to-pay processes and procurement organization redesign with implementation
  • Travel Agency sourcing and policy development

Post-M&A Procurement
Synergy Capture Effort

Categories Addressed

  • Advertising Agency & Media Buys
  • Direct Mail
  • Office Supplies
  • Telecommunications
  • Armored Cars
  • Elevators
  • Notice Printing
  • Document Storage
  • Small Parcel
  • Integrated Facilities Management
  • Legal Services

Ready to Accelerate Savings and Procurement Performance?

Insight Sourcing