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

Shannon Rosic - Moderator, Director of WealthStack Content and Solutions

December 11, 2024

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.

About the Author

Shannon Rosic - Moderator

Shannon Rosic - Moderator

Director of WealthStack Content and Solutions, Informa Connect

Shannon Rosic is the Director of WealthStack Content & Solutions at Informa Connect. In this role, Ms. Rosic supports and drives the omni-channel growth and development of WealthStack, the fastest growing and most credible event dedicated to technology in the wealth management industry. She also serves as the market-facing representative for the group, and regularly hosts webinars, podcasts and video series.

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