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The M&A Landscape and Technology’s Role

  • Greg Friedman
  • Shaun Kapusinski
Chapter

Abstract

Like any great evolution, the financial services industry realized somewhere along the way that joining forces was a powerful means to grow and grow quickly. For many advisors in smaller or even mid-sized firms, it only takes a handful of missteps during a merger or acquisition to jeopardize their business. A significant and often overlooked component to a successful RIA merger or acquisition is the thoughtful integration of technology. Before, during and after an M&A event, technology plays a key role in valuation, in organization, and in establishing and presenting how you run your business.

Copyright information

© The Author(s) 2018

Authors and Affiliations

  1. 1.Private OceanSan RafaelUSA
  2. 2.HIFON LLCWadsworthUSA

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