Unlimited

Authorized users

Can lend chapters, not whole ebooks

Integrating culture in successful RIA mergers and acquisitions : the guide for financial advisors / Greg Friedman, Cynthia Greenfield.

9783030624446 (electronic bk.)
3030624447 (electronic bk.)
3030624439
9783030624439

Cham : Palgrave Macmillan, 2021.

English

1 online resource

10.1007/978-3-030-62444-6 doi

HD58.8

658.4/06

With organic growth becoming more and more elusive, Mergers and Acquisition (M & A) activity within the RIA industry is at an all-time high. In 2019, RIA merger and acquisition activity accelerated its momentum compared to the halfway point last year, with a strong second quarter that saw 33 deals for a total of 65 for the first six months, according to the DeVoe & Co. Deal Book. While M & As may seem like "easy" growth for firms, the only easy part may be signing on the dotted line. Maintaining success by merging two firms hinges on a handful of key factors, and one of them is the careful integration of culture. In Integrating Culture in Successful RIA Mergers and Acquisitions, Greg Friedman, a veteran financial advisor, and Cynthia Greenfield, a leadership and change management coach, share their blueprint for achieving and maintaining a successful, positive work culture, tackling head-on the obstacles that may appear during an M & A event, and offering solutions based on real-world experiences. This book will show the evolution of a $2B RIA over the course of 10 years, and pull back the covers with real stories of obstacles, adjustments, and victories along the way

Includes bibliographical references and index.

Access limited to authorized users.

text file
PDF

Online Resources > Ebooks
All Resources