• A Guide to Successful People-Centered Mergers and Acquisitions in Financial Services

A Guide to Successful People-Centered Mergers and Acquisition in Financial Services

Mergers and acquisitions (M&A) in financial services offers organizations a way to improve efficiencies while remaining competitive. Done right, M&A can result in benefits to both the merging organizations and customers. However, without proper planning and oversight, M&A can fail quickly.

Download this guide to gain insights and tools to help you lead a successful merger and acquisition.

This guide includes:

  • 10 Reasons M&A Fails
  • Culture Integration Checklist
  • Success Story: One Community Bank Merger
  • Merger Communication Plan Template
  • 10 Factors for M&A Success
  • Key Player Retention Template