Case Study

Newly Merged Asset Management Firm And Investment Manager Reduce Integration Time By 75%

Newly Merged Asset Management Firm And Investment Manager Reduce Integration Time By 75%

Pages 2 Pages

The Challenge When a $50 billion asset management firm with nearly a dozen independently operated boutiques took steps to acquire an additional franchise, executives saw opportunity on the horizon. The chance to further diversify its investment strategy , grow its distribution network, invest in impactful business areas, and enhance client service was appealing to leaders at this global operation. However , once the acquisition was finalize

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