12min chapter

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield cover image

Rethinking the M&A Auction Process: A Wealth Management Perspective

M&A Talk (Mergers & Acquisitions), by Morgan & Westfield

CHAPTER

Navigating Cultural Fit in Wealth Management M&A

This chapter explores the intricacies of cultural fit evaluation in mergers and acquisitions within the wealth management sector. It underscores the importance of objective metrics alongside subjective preferences to facilitate effective alignment between buyers and sellers, ensuring smooth transitions post-acquisition.

00:00

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode