TY  - BOOK
AU  - Friedman, Greg
AU  - Greenfield, Cynthia
TI  - Integrating culture in successful RIA mergers and acquisitions: the guide for financial advisors
SN  - 9783030624439
U1  - 658.406 
PY  - 2021///
CY  - Switzerland
PB  - Palgrave Macmillan
KW  - Organizational change--Management
KW  - Consolidation and merger of corporations
KW  - Bank marketing
N2  - About this book
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.
ER  -