The integration battle determining synergy capture happens algorithmically in the first six months. The companies that ...

Despite rising valuations, the RIA industry has just wrapped another record-setting year for M&A. As firms race to consolidate, the real challenge often begins after the ink dries, with the ...

Post-merger integration (PMI) is the stage where a transaction’s strategic vision starts to take shape and the groundwork for long-term value is laid. While deal execution often captures headlines, ...

Kim Teo shares what it actually took to survive the messy first year of the Mr Yum and me&u merger and come out profitable.

UBS has cleared a critical hurdle in its complex integration of Credit Suisse, confirming the successful migration of the former rival's global client base. How ...

CEO Edward Lehner opened the call by welcoming new leadership, including Rick Marabito as President and COO, Rich Manson as Senior Vice President of Finance, and Andrew Greiff as President of Olympic ...

While dealmaking has accelerated in recent years, the Independent Insurance Agents & Brokers of America (Big “I”) has warned that many agencies may be underprepared for the op ...