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