In this engaging discussion, Eric Stephenson, Managing Director at Pathstone, and Shelly Kapoor, Manager of Business Integrations at Coldstream, share their insights on M&A integration. Both emphasize the importance of human elements in successful transitions, alongside the role of technology as a facilitating force. They highlight their firms' values-driven approaches to growth, discuss practical strategies for integration, and offer invaluable advice for COOs stepping into dedicated integration roles, underscoring the need for curiosity and relationship-building.
