Driving Post Acquisition Integration and Global Technology Modernisation for a Leading Asset Manager

A global investment manager acquired a UK‑ and Europe‑based entity operating on separate platforms, processes, and support models. The organisation needed a structured, multi‑year programme to unify technology, reduce fragmentation, and enable seamless global collaboration.

Challenge: Post Acquisition Fragmentation Limiting Collaboration

The acquisition created a complex, multi‑platform environment with significant operational and strategic challenges.

Fragmented Service & Support Models
- Separate processes, tools, and support structures created inefficiencies and inconsistent user experience.
Disconnected Global Operations
- Regional teams worked in silos with unfederated collaboration, inconsistent governance, and limited cross‑region visibility.
Legacy Infrastructure & Platforms
- On‑premises data centres, ageing hardware, and disparate network architectures restricted scalability and increased operational risk.
Separate Technology & Security Frameworks
- Different identity models, security controls, and compliance baselines created exposure and slowed integration.
Lack of M&A Readiness
- The enterprise lacked a unified operating model to support future acquisitions and global expansion.

Solution: A Multi Track Alpha Integration Programme

Simplex delivered a phased, enterprise‑wide transformation programme spanning collaboration, identity, networks, cloud, and service management.

Unified Microsoft 365 & Collaboration Estate
- Consolidated Exchange, Teams, SharePoint, and OneDrive
- Enabled seamless cross‑region communication and document sharing
- Migrated millions of files and collaboration artefacts
- Standardised governance and security across the M365 estate
Identity & Access Modernisation
- Consolidated Active Directory domains
- Established a global identity model aligned to enterprise standards
- Implemented modern authentication and conditional access
- Reduced risk by eliminating legacy identity dependencies
Network Integration & Global Connectivity
- Integrated regional networks into a unified global architecture
- Standardised routing, connectivity, and security baselines
- Improved performance for cross‑region collaboration and applications
Data Centre Consolidation & Cloud Enablement
- Executed structured data centre exit and platform decommissioning
- Migrated workloads to cloud‑aligned platforms
- Reduced operational overhead and improved resilience
Enterprise Enablers & Operating Model Redesign
- Defined a target operating model for future M&A integrations
- Integrated ServiceNow for unified service management
- Standardised processes, SLAs, and support structures
- Enabled repeatable, scalable integration patterns
Security & Compliance Uplift
- Unified security frameworks across regions
- Implemented consistent controls, monitoring, and governance
- Strengthened enterprise security posture

This multi‑year programme delivered both immediate integration outcomes and long‑term strategic capability.

Outcome: A Unified, Modern, and M&A Ready Global Enterprise

The Alpha Integration Programme delivered measurable business, operational, and strategic benefits.

Seamless Global Collaboration
- 700+ users unified across Microsoft 365, enabling frictionless communication and document sharing.
Stronger Security & Identity Governance
- Consolidated identity, modern authentication, and consistent security controls reduced risk and improved compliance.
Modern, Cloud‑Aligned Infrastructure
- Data centre exits, platform consolidation, and cloud enablement improved resilience and reduced operational overhead.
Improved Network Performance
- Integrated global networks enhanced application performance and cross‑region collaboration.
Operational Efficiency & Standardisation
- Unified service management, standardised processes, and integrated support models improved service quality.
Future M&A Readiness
- A repeatable operating model and enterprise‑wide enablers positioned Nuveen for scalable growth and future acquisitions.

The global organisation now operates as a unified, secure, and modern global enterprise — with Simplex as its long‑term transformation partner.

Mergers & Acquisitions

Technology Stack

Microsoft 365: Exchange Online, Teams, SharePoint, OneDrive
Identity & Access: Active Directory, Azure AD / Entra ID
Networks: Global WAN integration, routing, connectivity uplift
Cloud & Infrastructure: Azure, data centre consolidation
Service Management: ServiceNow
Security: Enterprise security frameworks, conditional access

Driving Post Acquisition Integration and Global Technology Modernisation for a Leading Asset Manager

Challenge: Post Acquisition Fragmentation Limiting Collaboration

Solution: A Multi Track Alpha Integration Programme

Outcome: A Unified, Modern, and M&A Ready Global Enterprise

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