As reported in a recent InvestmentNews article on the M&A landscape in the financial services industry, our CEO, Nate Lenz, emphasized the importance of strategic and cultural alignment when considering mergers and acquisitions. Nate highlighted two key risks in M&A transactions: for sellers, the potential loss of “quality control” over their service model post-sale, and for buyers, the risk of not achieving a quick enough return on investment if the seller is not fully committed to the new structure. He advised advisors to focus on long-term fit rather than simply chasing financial gains, underscoring that successful partnerships bring value to both sides.
Read the whole article here.
