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Beyond the LOI: How Integration and Culture Define Success in RIA Deals

Henry Hagenbuch, senior managing director, head of M&A at Lido Advisors, challenges common misconceptions about "day one” transformations, emphasizing the importance of gradual integration and alignment with a firm’s culture.

Discover how Lido Advisors’ focus on maintaining its North Star—prioritizing culture over growth—sets it apart from traditional acquirers. Learn how their integrator model and commitment to advisor-level input shape a unified brand while respecting local dynamics.

 

TAGS: Business Planning
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