| It’s no secret that M&A activity has been skyrocketing the last few years. But M&A is a journey, not a discrete event. Before reaching a final agreement, firms have numerous discussions, meetings, negotiations and due diligence checks followed by what can be a difficult process of integrating teams, technology and processes. There’s the human element, too. Clients work with firms because they trust the people working there, and leaders going into an M&A process must remember this. As with all corners of the financial space, advisory firm activities need to comply with strict regulations and consider a long and complex list of compliance requirements to navigate. Download this white paper to discover the three strategies that can help firms achieve greater efficiency, consistency and success in the M&A and growth activities. |
