株式会社極東書店トップ商品一覧Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for Financial Advisors. 2021 ed.

商品詳細

Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for Financial Advisors. 2021 ed.

Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for Financial Advisors. 2021 ed.

・ISBN 978-3-030-62446-0 paper EUR 59.99

¥16,034.- (税込) (※)価格はご注文時の参考価格となります。
納品価格につきましては書籍の入荷時点で確定となります。
版元の原価改定、外国為替の変動等により異なる場合がございますので、予めご了承下さい。

お気に入り
著者・編者Friedman, Greg / Greenfield, Cynthia,
出版社 (Springer Nature Switzerland AG, SZ)
出版年月2022
ページ数128 pp.
言語ENG
ニュース番号<A02-65250>

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.