As RIAs grow older, the number of industry mergers and acquisitions is increasing like never before. According to a recent WealthManagement.com industry survey, RIA mergers and acquisitions are hitting record numbers as the growing population of aging business owners are getting ready for their golden years. For opportunistic firms, growing by M&A has become a key strategy to turbocharge growth. However, how to maintain client loyalty and cultural compatibility is critical for post-M&A success.
Register below for full access to an interactive summary of our recent webinar, 5 Keys to Successful M&A, and learn how to leverage technology to improve operational efficiencies; Bolster value propositions while creating a smooth onboarding process for acquired clients and staff. The site includes an executive summary and a recording of the webinar as well as access to a related white paper, M&A Through the Operational Lens, and an infographic with tips on how to surf the M&A wave.
