IDEAS home Printed from https://ideas.repec.org/h/spr/sprchp/978-3-030-62444-6_4.html
   My bibliography  Save this book chapter

Coming Face to Face: Expanding the Circle

In: Integrating Culture in Successful RIA Mergers and Acquisitions

Author

Listed:
  • Greg Friedman

    (Private Ocean)

  • Cynthia Greenfield

    (Private Ocean)

Abstract

After the introductory meeting and you mutually decide to continue exploring a possible merger or acquisition, it’s time to start digging in with due diligence. At this point, how confident you are in moving forward may vary on a number of factors that are unique in every situation. One thing that does not vary, however, is that you’ll start having a series of scheduled phone calls and meetings to learn more about how you will align to achieve your goals. From a cultural and operational perspective, it also makes sense to begin introducing more members of your team to the fold. Even though your interaction with the whole team may be limited at this stage, this is when you will really start to see how people communicate and work together, how the business has operated, and what the future might hold in an integrated environment. In this chapter, Cynthia and I will outline the steps you should take to make the most of these interactions, including how to effectively introduce team members, how to quickly assess the other firm’s culture and how to protect your foundational values. We’ll also offer some lessons we’ve learned along the way.

Suggested Citation

  • Greg Friedman & Cynthia Greenfield, 2021. "Coming Face to Face: Expanding the Circle," Springer Books, in: Integrating Culture in Successful RIA Mergers and Acquisitions, chapter 4, pages 41-52, Springer.
    • Handle: RePEc:spr:sprchp:978-3-030-62444-6_4
    DOI: 10.1007/978-3-030-62444-6_4
    as

    Download full text from publisher

    To our knowledge, this item is not available for download. To find whether it is available, there are three options:
    1. Check below whether another version of this item is available online.
    2. Check on the provider's web page whether it is in fact available.
    3. Perform a search for a similarly titled item that would be available.

    More about this item

    Statistics

    Access and download statistics

    Corrections

    All material on this site has been provided by the respective publishers and authors. You can help correct errors and omissions. When requesting a correction, please mention this item's handle: RePEc:spr:sprchp:978-3-030-62444-6_4. See general information about how to correct material in RePEc.

    If you have authored this item and are not yet registered with RePEc, we encourage you to do it here. This allows to link your profile to this item. It also allows you to accept potential citations to this item that we are uncertain about.

    We have no bibliographic references for this item. You can help adding them by using this form .

    If you know of missing items citing this one, you can help us creating those links by adding the relevant references in the same way as above, for each refering item. If you are a registered author of this item, you may also want to check the "citations" tab in your RePEc Author Service profile, as there may be some citations waiting for confirmation.

    For technical questions regarding this item, or to correct its authors, title, abstract, bibliographic or download information, contact: Sonal Shukla or Springer Nature Abstracting and Indexing (email available below). General contact details of provider: http://www.springer.com .

    Please note that corrections may take a couple of weeks to filter through the various RePEc services.

    IDEAS is a RePEc service. RePEc uses bibliographic data supplied by the respective publishers.