Timelines and Blueprints: Nurturing Your Integrated Culture

Greg Friedman () and Cynthia Greenfield ()
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Greg Friedman: Private Ocean
Cynthia Greenfield: Private Ocean

Chapter 6 in Integrating Culture in Successful RIA Mergers and Acquisitions, 2021, pp 73-96 from Springer

Abstract: Abstract In October 2018, Private Ocean had just completed its second acquisition in eight months. It was an exciting time for us that doubled the size of the firm and expanded it into three additional locations. As you can imagine, we were riding high on momentum and morale. After all, we felt we had done our homework on the front end of these deals and checked off the list of cultural must-dos on the back end. On the surface, this seemed to be the case, as people expressed gratitude for the thought and care put in to the transition, as well as enthusiasm about our upcoming annual retreat. By the end of 2018, the firm began shifting its primary focus to meeting integration goals for technology and operations while preserving the integrity of our service to our clients. We also continued to look for opportunities to bring people together, as we knew all too well that even though the ink was dry, our combined culture was still taking shape.

Date: 2021
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DOI: 10.1007/978-3-030-62444-6_6

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