Article

Achieving Seamless Operational Transformation During an M&A

As part of Clear Path Analysis' Fund Technology Data and Operations - North America Report, Daniel Eriksson discusses with senior executives from Brown Advisory and MAI Capital Management on the importance of technology for achieving seamless M&A operational transformation.

Points of Discussion:

• It is impossible to do M&A activity without the heavy reliance on or involvement of technology
• Newly acquired firms may offer new systems, capability or business process that enhances the client experience for the larger organization
• It is critical to manage the compatibility of older systems quickly
• When an organization moves from legacy systems and maintenance contracts can be eliminated, costs come down you realize a return on investment
• It is important to develop an M&A play books to build a foundation for future integrations