Integrating Culture in Successful RIA Mergers and Acquisitions : The Guide for Financial Advisors Hardback
by Greg Friedman, Cynthia Greenfield
Hardback
Description
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.
Information
-
Out of stock
- Format:Hardback
- Pages:128 pages, 6 Illustrations, black and white; XXIV, 128 p. 6 illus.
- Publisher:Springer Nature Switzerland AG
- Publication Date:17/03/2021
- Category:
- ISBN:9783030624439
Other Formats
- Paperback / softback from £49.15
Information
-
Out of stock
- Format:Hardback
- Pages:128 pages, 6 Illustrations, black and white; XXIV, 128 p. 6 illus.
- Publisher:Springer Nature Switzerland AG
- Publication Date:17/03/2021
- Category:
- ISBN:9783030624439
