Integrating Culture in Successful RIA Mergers and Acquisitions: The Guide for Financial Advisors - 9783030624460

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.

• | Author: Greg Friedman, Cynthia Greenfield
• | Publisher: Palgrave Macmillan
• | Publication Date: Mar 31, 2022
• | Number of Pages: 152 pages
• | Language: English
• | Binding: Paperback
• | ISBN-10: 3030624463
• | ISBN-13: 9783030624460