With firsthand experience in your industry, we understand your business goals and translate them into actionable processes, functional strategies, and technical solutions.
Mergers, Acquisitions, & Divestitures
We drive growth and value through strategic transactions, specializing in mergers, acquisitions, and divestitures. Our commitment to strategic alignment, rigorous due diligence, and seamless integration enables us to guide clients through complex transactions with precision and expertise. Our holistic approach ensures regulatory compliance, risk mitigation, and the realization of synergies, all while focusing on cultural integration and talent retention.
Key Areas of Focus:
System Selection & Evaluation
We ensure a perfect fit for your system requirements through the following steps:
Define Success Criteria: Collaborate to outline success, key deliverables, and timeline.
Facilitate Workshops: Conduct workshops to gather and refine system requirements.
Analyze Vendors: Assess the vendor landscape and compare solutions.
Develop Evaluation Plan: Create a plan and scorecard to assess vendor proposals.
Initiate Vendor Contact: Contact selected vendors for detailed information.
Issue RFIs: Send Requests for Information to shortlist vendors.
Evaluate Responses: Score and summarize vendor responses.
Facilitate Presentations: Coordinate vendor presentations and demonstrations.
Summarize Results: Aggregate and summarize scorecard results.
Prepare Executive Summary: Present findings in an executive summary for decision-makers.
Vendor Negotiations
Our total cost of ownership analysis shows that recurring vendor license fees are a significant or even the majority of recurring “operate and maintain” or “O&M” (aka “Opex”) costs. In this industry, vendor pricing data is highly secretive, and this information asymmetry results in customers executing license contracts with wildly different price points for the same thing. When contracting enterprise software licenses, you get what you negotiate. This is where Essentia excels.
With firsthand experience gained from 100’s of negotiations, our expertise helps our customers establish the optimal, lowest total cost of ownership possible, and in this way, optimizing future Opex.
Risk Strategy & Policy
With over 60 years of risk strategy and policy advisory proficiency, Essentia delivers unparalleled risk modeling guidance and robust control frameworks. Our approach ensures organizational alignment, enhances performance and upholds transparency, governance, and accountability.
Financial Expectations: Define clear financial goals that align with your strategic objectives, ensuring all stakeholders are unified.
Risk Appetite: Identify acceptable risk levels and create a framework for informed risk-taking that supports your business goals.
Performance Metrics: Develop key performance indicators (KPIs) to measure and monitor risk management effectiveness for continuous improvement.
Authority Delegation: Establish a governance structure with clear delegation of authority, ensuring well-defined responsibilities and accountability.
Regulatory Compliance
Compliance requirements are constantly evolving, and failing to adhere can result in fines and reputational damage. Market regulators often introduce changes simultaneously, each with specific requirements, especially for “Reconciliation” support. Compliance teams must continually update trade reporting technologies and processes to keep pace.
Despite variations across regulatory agencies, similarities exist, particularly in trade data Verification & Reconciliation. Essentia’s Regulatory Compliance team, comprised of experts who closely monitor mandates in North America, the EU, and the UK, ensures consistent and thorough compliance.