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Integrating Culture in Successful RIA Mergers and Acquisitions : The Guide for Financial Advisors.
・ISBN 978-3-030-62443-9 hard EUR 59.99
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| 著者・編者 | Friedman, Greg / Greenfield, Cynthia, |
|---|---|
| 出版社 | (Palgrave Macmillan, UK) |
| 出版年月 | 2021.03 |
| ページ数 | 128 pp. |
| 言語 | ENG |
| ニュース番号 | <662-L1161 662-L1343> |
解説
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.