Integrating Culture in Successful RIA Mergers and Acquisitions - The Guide for Financial Advisors (Paperback, 1st ed. 2021)

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.

General

Imprint:	Springer Nature Switzerland AG
Country of origin:	Switzerland
Release date:	March 2022
First published:	2021
Authors:	Greg Friedman • Cynthia Greenfield
Dimensions:	235 x 155mm (L x W)
Format:	Paperback
Pages:	128
Edition:	1st ed. 2021
ISBN-13:	978-3-03-062446-0
Categories:	Books > Business & Economics > Finance & accounting > Finance > General Books > Business & Economics > Business & management > Ownership & organization of enterprises > Takeovers, mergers & buy-outs Books > Business & Economics > Business & management > Management & management techniques > General Books > Business & Economics > Industry & industrial studies > Service industries > Financial services industry Books > Money & Finance > General Promotions
LSN:	3-03-062446-3
Barcode:	9783030624460

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