Repeating the Cycle, and Applying Lessons Learned

Greg Friedman () and Cynthia Greenfield ()
Additional contact information
Greg Friedman: Private Ocean
Cynthia Greenfield: Private Ocean

Chapter 7 in Integrating Culture in Successful RIA Mergers and Acquisitions, 2021, pp 97-103 from Springer

Abstract: 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?

Date: 2021
References: Add references at CitEc
Citations:

There are no downloads for this item, see the EconPapers FAQ for hints about obtaining it.

Related works:
This item may be available elsewhere in EconPapers: Search for items with the same title.

Export reference: BibTeX RIS (EndNote, ProCite, RefMan) HTML/Text

Persistent link: https://EconPapers.repec.org/RePEc:spr:sprchp:978-3-030-62444-6_7

Ordering information: This item can be ordered from
http://www.springer.com/9783030624446

DOI: 10.1007/978-3-030-62444-6_7

Access Statistics for this chapter

More chapters in Springer Books from Springer
Bibliographic data for series maintained by Sonal Shukla () and Springer Nature Abstracting and Indexing ().