Tech Infrastructure Redesign for a $20B Asset Manager Spin-Off

Challenge

A specialized asset manager, splitting from a large parent firm, needed to replace legacy tech infrastructure with a future-ready, cost-efficient setup.

What We Did

  • Ran deep-dive discovery sessions to define precision requirements

  • Built total cost of ownership models for tech, service, and hybrid vendor options

  • Designed and managed an RFP across 11 vendors

  • Delivered a decision framework that simplified complex trade-offs

  • Negotiated acquisitions with two emerging tech vendors

  • Achieved $1M+ savings vs. legacy plan while expanding vendor optionality

Outcomes

  • Detailed requirements and workflow mapping

  • Vendor-neutral TCO model to future-proof decisioning

  • Clear evaluation matrix for cross-functional alignment

  • Timely and cost-effective tech deployment for spin-off launch