From WealthManagement.com
Added on July 2015 in M&A Issues
0 visitor like this article | Viewed 60 times | 0 comment
Summary: So far this year, merger and acquisition activity in the registered investment advisor space has hit record levels, and the average size of deals are bigger than ever, according to new data by DeVoe & Company.
From Financial Planning
Added on July 2015 in M&A Issues
1 visitor like this article | Viewed 74 times | 0 comment
Summary: Integrating a swashbuckling, entrepreneurial wealth management firm into a staid, buttoned-down private banking culture isn't easy: just ask Boston Private Bank & Trust.
From Financial Planning
Added on July 2015 in M&A Issues
0 visitor like this article | Viewed 64 times | 0 comment
Summary: The combination of two firms, regardless of their respective sizes at the time of partnership, is a critical action in your firm’s life cycle. And to forge a successful union, you must consider many variables.
From Think Advisor
Added on July 2015 in M&A Issues
1 visitor like this article | Viewed 70 times | 0 comment
Summary: Technology-related expenses are one of the largest controllable operational expenses for every RIA, second only to staffing, so there are bottom line benefits to consolidating and getting the integration right.
From IRIS
Added on July 2015 in M&A Issues
1 visitor like this article | Viewed 50 times | 0 comment
Summary: In my experience, the primary thing that buyers care about is not making a bad acquisition. Consequently, their initial focus will be both on whether the company is a good fit for their needs and what the significant down side risks of the opportunity are.
