Services

Melrose provide our client firms a way to acquire, build and grow their business by utilising our expertise in regulations, risk, governance, operations, business strategy, and change

Our unique solutions help provide the information required to make incisive and dynamic business decisions

Due Diligence

Regulatory and operational due diligence provides essential information to help both sides of a merger or acquisition. Not only as part of decision making as to whether to buy/sell/merge but also to help identify an effective way to integrate a new entity and ensure that consumers' outcomes will improve.

Conducting thorough due diligence helps an acquiring company make informed decisions, mitigate risks, and ensure a successful integration post-acquisition and a selling firm understand their own strengths and weaknesses.

At Melrose we approach regulatory and operational due diligence differently. Not every member of a firm/acquisition team have full operational and regulatory knowledge, making interpretation of due diligence reports challenging. By using our proprietary statistical model, the Melrose Scale, we distil large amounts of regulatory and operational data in to a set of easy to interpret diagrams, identifying a firm's regulatory health, financial health, operational efficiency and its potential risks. Large levels of qualitative and quantitative data is set against 125 assessment criteria points making the Melrose Scale diagrams and output an ideal methodology to compare one entity against another and also track change over an integration period.

We offer regulatory and operational due diligence to support:

Mergers and acquisitions for acquirers
Information memorandums for sellers of firms
Regulatory and operational health checks (assessment & tracking for governance and operations)
Information for PI Insurance
Consumer duty outcomes

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Compliance Advisory Services

Compliance advisory services are crucial for maintaining the integrity and reputation of your organisation. By proactively managing compliance, you will operate more efficiently and confidently in a regulated environment. Melrose will help you to navigate the complex landscape of regulations and standards whilst aiming to achieve operational efficiency and profitability. Our services help businesses ensure they are adhering to legal and regulatory requirements, mitigating risks and avoiding potential penalties.

We offer:

Regulatory change and consultancy
Compliance services and consultancy
Controlled environment, design, implementation, embedding and tracking
Frameworks, system and controls design and implementation
T&C scheme design, implementation, embedding
Training design and delivery
Remediation project management and consultancy

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Business Strategy and Change

Melrose will help you to combine a clear business strategy with effective change management practices, this will enable you to navigate the complexities of the business environment and achieve sustainable success.

For a business strategy to be successful, it often requires significant changes within the organisation. Integrating change management into the strategic planning process ensures that these changes are implemented smoothly and effectively.

Key components include:

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The Melrose Scale

Regulatory work is often subjective and based on interpretation. The Melrose Scale distils large amounts of regulatory & operational data. It brings clarity by providing qualitative and quantitative assessment via a set of impactful diagrams. Easy to interpret, they grade a firm’s current position across 125 regulatory and operational aspects. It highlights areas of excellence as well as areas in need of improvement, helping firms deliver great outcomes to the business’s four stakeholders.

Ideal for

Merger and acquisitions

Regulatory and operational due diligence

Integration planning

Selling a firm

Creating information memorandums to assist sale of firm and to support negotiations

Self assessment

Identifying and evidencing regulatory and operational capability

Growth planning

Identifying regulatory and operational improvements to achieve most effective impact

Easy to interpret

Multi-use

125 assessment criteria points distils operational and regulatory data into a set of easy-to-read diagrams
Easy to interpret, regardless of reader’s regulatory and operational knowledge
Melrose scale diagrams are ideal for use in a multidisciplined merger and acquisition team

Demonstrates potential outcomes for consumers should an acquisition/integration proceed
Can be used to compare one prospective target firm against another, helping merger and acquisition teams in their decision making process
Providing qualitative and quantitative data which helps support negotiations
Can be used to compare prospective merging firms to identify efficient integration pathway
Logic mapping assists with integration and improving efficiency

Value

Sensible pricing based on size of firm and underlying activity
Evidences firm’s operational and regulatory capability
Identifies operational and regulatory areas to improve
Provides mapping for future growth and improvement