Merger and acquisition case study: An acquisition in the institutional investment industry By Jeffrey R. Nipp | 08 January 2018 The challenge Milliman was contacted by the leadership team at an organization (Acquiring Firm) which is a leading provider of institutional investment products and services. Acquiring Firm was considering making a bid to acquire another organization (Target Firm), which provides related, but differentiated, information and analytics to institutional investment consultants, asset owners, and managers. Acquiring Firm needed insight into the institutional investment industry and potential growth opportunities for Target Firm’s offerings. The solution Acquiring Firm specializes in the securities marketplaces, market technology, and informational content and insight.

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