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At the Future Proof Retreat in Colorado today, our Vice Chairman and M&A Leader, David Barton, spoke with Christine Cherry in a broad-ranging conversation about “The Evolution of Advisor M&A.” His words of guidance: "Many firms think M&A is a growth strategy. But, what happens when two firms that aren't already growing merge together? They're still not growing." #mergersandacquisitions #acquisition #merceradvisors #mergers #ria #wealthmanagement

Successful nonprofit mergers hinge on trust, collaboration, and compromise. Both organizations must actively shape the new entity, and negotiations shouldn't be a zero-sum game. Boards and executive leadership play a vital role in structuring the merger while fostering strong relationships. Open communication and a willingness to tackle tough issues together solidify the bond between the two sides, especially when both prioritize the merger's strategic goals. #nonprofit #merger #mergers

Fennemore's growth has been on fire this year. So far in three short months, we have completed three successful combinations up and down the West Coast. Fennemore CEO James Goodnow shares how and why the firm is growing at such a rapid rate, and how we are looking to stay on top of industry trends. Sense. Seek. Seize. This methodology shapes how we operate as the firm continues to look at trends and stay ahead of the curve. Click here to read more about our strategy: https://ow.ly/UUP750QNQFK #RapidGrowth #LegalNews #Mergers #2024 #FastestGrowingLawFirms #Fennemore

There is still time to registered for FP Transitions first webinar of 2024! What I love about this M&A webinar is: - It is NOT like the M&A session at conferences where the serial buyers tell you how great they are and why you can't possibly be a buyer too and you should just sell to them. - It is NOT the same old, boring stats that everyone is rushing to publish in Q1 about how many deals were done last year even though no one's data matches up with anyone else's. - What it IS about is - if you are actually going to make a deal happen, how do you do pull it off!?! How do you integrate two companies? What do you need to think about beyond the deal terms? I ask our outstanding panel, if huge custodians and B/Ds can't pull off a merger without issues, how can an independent advisory firm do it? Join us to find out! #Succession #Mergers #Acquisitions #FPInsights #FinServ

The UK M&A market is picking up again after a quiet couple of years. Investors are feeling more confident, which is great news for anyone looking to make deals. Our latest mid-year M&A trends will help you put together a strong plan to show the value you can create https://pwc.to/3WzQfMo #Deals #Mergers

Taking your brand global isn't just a strategy, it's a collaborative journey. With our expert advice, swift action, and personalized support, we're with you at every milestone. #gatewaygroup #tgccapital #brand #partnership #journey #advice #guidance #support #milestone #strategy #partnership #grow #together #mergers #mna #acquisition #strategicinvestment

Finances aren’t the only thing determining the return on your M&A. Culture can be just as crucial in helping ensure that your wealth management firm maximizes your transaction benefits. Discover the three considerations you need to make navigating organizational dynamics easier: https://lnkd.in/gny3hYif #Mergers

From panic to potential: Navigating post-acquisition rebrands in the world of Private Equity. Hear from our Founder and Chief Strategist, Steve Smallman, on how to turn disruption into opportunity and fuel growth by taking your brand to the next level. For a more in-depth explanation, read our blog post: https://lnkd.in/eznkvUb5 #privateequity #pefirm #acquisition #businessgrowth #thoughtleadership #mergers #creativeagency #brandrefresh #branding #marketingstrategy #businessstrategy

Magic circle firm Allen & Overy has reported increased revenue and pre-tax profits in the financial year ending in April, ahead of its $3.5 billion merger with US firm Shearman & Sterling in May. Find out more via the link in the comments. #lawyers #lawcareers #mergers

Citizens has released its 13th annual M&A outlook, surveying over 400 mid-market and private equity firms. One slide, in particular, caught our attention, highlighting the industries expected to see a rise in valuations for 2024. Check out the summary and webinar replay in the comments below. #privateequity #middlemarket #mergers