Potential Acquisition of a Belgian Savings Accounts Portfolio

Phibonacci - Project Summary - Budget

Perform part of the due diligence on a Belgian Savings Accounts Portfolio offered on the market. Purpose was to assess the Operations and IT impact of a potential acquisition and to draft and negotiate an optimal operational transaction plan as part of the envisaged Asset Purchase Agreement (APA).

Carve-out pension savings accounts and securities and TAK21 portfolios

Phibonacci - Project Summary - Budget

Participate in the final preparations of the Asset Purchase Agreement (APA) with the buyer, to make sure the carve-out and transfer of funds and bonds investment portfolios and pension savings accounts (PSA) can be executed and to start the preparations for the execution on the seller’s side. The assignment was extended with managing the execution […]

Budgeting and reforecasting

Phibonacci - Project Summary - Budget

Assist the Finance department two consecutive years in drawing up the group year budget and quarterly reforecast Q3. During the assignment, the financial crisis peaked and the urgent sale to the Belgian state had to be supported.