M&A Through the Operational LensM&A Through the Operational Lens
Advisory firms need top-tier technology infrastructure to support growth through M&A.
June 28, 2018
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A recent survey by WealthManagement.com reports that nearly one in four advisors expects to be part of a merger or acquisition within the next two years. And over the next decade, 55 percent of advisors expect the pace of consolidation to continue — and even grow.
Advisory firms need top-tier technology infrastructure to support growth through M&A.
Key Takeaways:
· An M&A boom is being driven by aging advisors and industry consolidation.
· In a seller’s market, buyers need to stand out from the crowd.
· M&A success relies on operational efficiency and an outstanding client experience.
· To play in the M&A space, invest now in workflow automation and document management technology.
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