A high level team of financial services professionals, which included executives from JP Morgan, AT&T's NCR division, and Deloitte & Touche, devised a growth by acquisition plan in the bank service provider market. The strategy included acquiring existing providers and integrating new technology to operate more efficiently as well as provide better products and services to its customers. Relevante was challenged to research and identify various acquisition candidates as well as assist in structuring and integrating the operations, post closing.

Relevante consultants created a Microsoft Access database of acquisition candidates which included detailed contact information, selection criteria and conversation tracking. Once an active candidate, Relevante managed the document coordination between buyer and seller and managed the due diligence process. Relevante executed the financial and administrative due diligence programs as well as assisting management in transaction structuring and acquisition financing.

Once an acquisition was complete, Relevante personnel were responsible for executing the financial and accounting integration. Relevante consolidated accounting systems onto the MAS200 platform and coordinated the billing automation from a mainframe billing system to MAS200. Relevante also assisted management in various finance related projects including software licensing pricing analysis, contract versus invoice revenue analysis, and restructuring (RIF) analysis.