Ten Steps to Merger Integration: Maintaining Your Firm’s Compliance (and Your Sanity) Through the Me

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If you haven’t gone through a merger or acquisition yet, chances are you may be involved in one eventually.  Despite the global economic slowdown, there continues to be a trend toward consolidation in the investment management industry.  While future activity may likely focus on boutique firms, rather than mega-sized deals involving two large multi product firms, there remain indications that merger and acquisition activity will continue.

Author: L. Todd Juillerat

If you haven't gone through a merger or acquisition yet, chances are you may be involved in one eventually.  Despite the global economic slowdown, there continues to be a trend toward consolidation in the investment management industry.  While future activity may likely focus on boutique firms, rather than mega-sized deals involving two large multi product firms, there remain indications that merger and acquisition activity will continue.  And considering that 85% of investment management firms claim compliance with the Global Investment Performance Standards (GIPS) and/or their local Country Version of GIPS (CVG), it follows that most firms engaging in mergers or acquisitions  will want to ensure that their newly integrated firm maintains compliance with the Standards.

Ten Steps to Merger Integration: Maintaining Your Firm's Compliance (and Your Sanity) Through the Me

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