First Data Corp.

Strategic Planning for Mergers and Acquisitions

Challenge

First Data, a large electronic commerce and payments processing company, sought to capture a larger market share in the "debit transaction" space.

Project

SageRiver designed and facilitated a strategic planning process over eight months with an international team of executives. We conducted interviews, facilitated sub-group research and designed and conducted numerous strategy sessions with the executive team.

Results

The project resulted in the $6.9 billion acquisition of a debit transaction company, positioning our client as the leader in debit transaction processing.

Story Categories: Organizational Design and Strategic Planning. Story Tags: Corporations, Custom Facilitation, Environmental Scan, Executive Buy-In Process, Facilitation, Financial Services, Mergers & Acquisitions (M&A), Strategic Planning, Strategy Development, and Strategy Sessions.