How wealth and advice firms should handle integrating acquisitions

'Integration post-acquisition does not have to be so difficult'

clock • 4 min read

Carl Woodward explores best practice for advisory businesses that are integrating acquisitions

The merger and acquisition (M&A) market has become a vital cog in the UK wealth and advice industry with several deals confirmed on a weekly basis. This is not a new part of the market – but for the last five-to-ten years – more and more consolidators have come out of the woodwork. At the same time, smaller firms looking to grow have been actively acquisitive. Unfortunately, not every deal completed in the wealth and advice market works in the long term. Sometimes mergers and acquisitions have problems before the ink has dried on the deal. Integrating companies post-acquisition doe...

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