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Repeating the Cycle, and Applying Lessons Learned

In: Integrating Culture in Successful RIA Mergers and Acquisitions

Author

Listed:
  • Greg Friedman

    (Private Ocean)

  • Cynthia Greenfield

    (Private Ocean)

Abstract

For some firms, an M&A event may be a one-time deal. For others, like ours, it’s an ongoing aspect of our growth strategy. Our strategy, while definitely not a “roll up” firm, we ARE open and looking for like-minded advisors/firms that might want to work together. A question we commonly get from advisors is, “What did you learn in previous deals that you would apply to future ones?” How can you ensure that current employees (including newly minted ones) don’t feel left out or minimized? How can you minimize unhappiness, dissatisfaction and isolation as it relates to continued change?

Suggested Citation

  • Greg Friedman & Cynthia Greenfield, 2021. "Repeating the Cycle, and Applying Lessons Learned," Springer Books, in: Integrating Culture in Successful RIA Mergers and Acquisitions, chapter 7, pages 97-103, Springer.
    • Handle: RePEc:spr:sprchp:978-3-030-62444-6_7
    DOI: 10.1007/978-3-030-62444-6_7
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