How to create value from extraordinary operations in the Financial Services

M&A Integration - Focus on Financial services

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Even though the...

60% of deals

claim to have a target operating model at deal signing

65% of deals

report having defined an integration strategy before the deal signing

… only the ...

15% of deals

report real growth in the post closing desired market share

25% of deals

Report long-term success in the main pillars

Source: Report PwC 2020


A structured approach to the Deal allows you to achieve a competitive advantage, as a matter of fact by acting on the different company levers the whole value of the company is influenced. The emerging socio-economic context makes it increasingly essential, within the end-to-end management of a Deal, to define a detailed integration program that ensures business continuity while maximizing synergies and reducing possible risks.


Value Creation

Today the maximum shareholder return is ensured by a continuous research and capture of hidden value. This is made possible through an integrated end-to-end approach that optimizes the value of the Deals for clients at all stages from pre-execution to post-deal.

  • Target identification and definition of the M&A strategy
  • Negotiation support
  • Identification of target economic value
  • Commercial, financial and operational due diligence execution
  • M&A integration program definition and management in order to best achieve integration
  • Execution of cost optimization and/or synergies programs in order to maximize the value creation of the deal

Distinctive elements of the PwC approach

Fintech: Integrate to Grow

The fintech market is growing steadily and increasingly represents an important development enabler for traditional players. 

The PwC FinTech Observatory revealed that a collaborative approach between FinTech and incumbent companies represents the best model to ensure mutual benefit for both parties. PwC has developed an end-to-end approach to fintech M&A with incumbents, that allow value creation in all extraordinary transactions that require a structured approach to post-deal integration.

How to create value from M&A transaction in financial servicesDownload PDF


The importance of organisation and human capital in M&A

In recent years, companies have stepped up their M&A efforts to maximise value creation and promote effective integration. PwC's 2023 M&A Integration survey highlights that even the most successful acquisitions have room for improvement.

PwC's approach supports companies at every stage of the life cycle of an extraordinary transaction, emphasising the importance of considering the “soft” side of the deal and integration, involving all resources and leveraging individual strengths to create long-term value.

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Pier Paolo Masenza

Pier Paolo Masenza

Partner | Financial Services Leader, PwC Italy

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