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