Integrating culture in successful RIA mergers and acquisitions : the guide for financial advisors / Greg Friedman, Cynthia Greenfield.
2021
HD58.8
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Unlimited
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Authorized users
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Can lend chapters, not whole ebooks
Details
Title
Integrating culture in successful RIA mergers and acquisitions : the guide for financial advisors / Greg Friedman, Cynthia Greenfield.
Author
Friedman, Greg.
ISBN
9783030624446 (electronic bk.)
3030624447 (electronic bk.)
3030624439
9783030624439
3030624447 (electronic bk.)
3030624439
9783030624439
Publication Details
Cham : Palgrave Macmillan, 2021.
Language
English
Description
1 online resource
Item Number
10.1007/978-3-030-62444-6 doi
Call Number
HD58.8
Dewey Decimal Classification
658.4/06
Summary
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
Bibliography, etc. Note
Includes bibliographical references and index.
Access Note
Access limited to authorized users.
Digital File Characteristics
text file
PDF
Added Author
Greenfield, Cynthia, author.
Available in Other Form
Integrating culture in successful RIA mergers and acquisitions.
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Online Access
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Table of Contents
Chapter 1: Understanding and Succeeding at Change Management
Chapter 2: Self-Assessment and Five Steps to Identifying Your Ideal Work Culture
Chapter 3: First Impressions
Initial Discovery
Chapter 4: Coming Face to Face: Expanding the Circle
Chapter 5: Bringing it Together
Kicking off Cultural Integration
Chapter 6: Timelines and Blueprints: Nurturing Your Integrated Culture
Chapter 7: Repeating the Cycle, and Applying Lessons Learned
Chapter 8: Preserving Culture During Extraordinary Times.
Chapter 2: Self-Assessment and Five Steps to Identifying Your Ideal Work Culture
Chapter 3: First Impressions
Initial Discovery
Chapter 4: Coming Face to Face: Expanding the Circle
Chapter 5: Bringing it Together
Kicking off Cultural Integration
Chapter 6: Timelines and Blueprints: Nurturing Your Integrated Culture
Chapter 7: Repeating the Cycle, and Applying Lessons Learned
Chapter 8: Preserving Culture During Extraordinary Times.