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