Success Story

Align Delivers Unified IT Environment Following Financial Firm Merger

The Challenge

Following a strategic acquisition, a leading financial firm needed to integrate the acquired company’s critical IT infrastructure into its existing environment seamlessly and securely, within a defined timeframe linked to merger and acquisition regulations. The integration required not only merging two distinct networks and systems but also modernising the combined environment to support a hybrid workforce and future growth.

The Solution

Align’s team of Workplace Technology experts developed a comprehensive integration strategy that balanced near-term execution with long-term stability. The team designed and implemented a plan to fully integrate both firms’ critical IT infrastructure while maintaining the integrity of the acquiring firm’s technical standards and operational requirements.

The Result

The project delivered a robust, modern IT infrastructure that successfully supported the integrated companies and was completed on time to meet all critical merger deadlines.

Benefits of Align’s solutions include:

  • A unified environment with a single, cohesive platform
  • Increased resiliency, security, and efficiency
  • Cost savings from a streamlined IT environment without redundancy
  • Simplified ongoing management and minimised IT support needed

Ultimately, the project enabled the acquiring firm to move forward with a stronger, future-ready technology foundation — one that supports its business strategy, enhances operational efficiency and positions it for continued growth and innovation.

★★★★★

“Align is our trusted provider for all our Managed Services and cybersecurity needs. They provide us best-in-class IT services that not only help drive productivity and growth, but ensure we meet both current and evolving compliance and security requirements with ease. As consultants to financial advisors, trust and reliability are indispensable to our operations, which is why we never hesitate to refer Align to our very own client base. Align isn’t just our partner, they are an extension of our team. We look forward to entrusting them with our IT infrastructure for years to come.”

Ed Fasano - Experienced Advisory Consultants LLC