Acquisition Integration for Asset & Wealth Managers

A practical framework for the first 90 - 180 days following a transaction

  • Integration framework overview
  • Where integration risk actually lives
  • How risk differs between APA and SPA deals
  • Delivery principles used in live integrations
  • When specialist support adds most value

What this framework covers

  • COOs, Heads of Operations, CTOs

  • Asset and wealth managers executing acquisitions

  • Buyers absorbing different operating models

  • Firms managing regulatory or data risk

Who this is for