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