Consolidation in the wealth management industry continues to occur at a record pace. DeVoe & Company’s research finds that RIA M&A activity has set another record, with more than 270 deals this year.

Most mergers are engineered for efficiency. Systems are aligned, redundancies eliminated, and structures combined. Yet despite careful planning, most mergers fail to deliver on their strategic promise ...

Mergers between creative agencies test leadership resolve, cultural compatibility and creative identity. When two firms come together, every principle that once defined and differentiated them in the ...

It is all too common for firms to get sidetracked by war stories, irrelevant history, boasting, or term sheet specifics before this foundational assessment has been made, Blane Prescott writes. The ...

When clients are informed of a pending merger, their primary interest is not the new firm name, logo, or org chart, Linda T. Sanders and Cory Strandson write. When Troutman Pepper Locke formed last ...

Most Americans don’t spend much time thinking about Internal Revenue Service policy, nor should they have to. They’re supposed to trust that the agency will apply the rules the same way every time so ...

A small community hospital merger began with hope. Being acquired by a larger health system could be a lifeline, and it was assumed that their arrival would be welcomed, even celebrated. Instead, ...

In the midst of an increasingly K-shaped airline industry in the US and rising fuel costs from the war in Iran, word is now spreading of perhaps the most insane proposal in the business. An anonymous ...