Mergers don’t end when accounts transfer, new teams are onboarded or new technology is adopted. True success comes months, even years later when culture, technology, operations, and leadership are ...

FAIRFIELD, Iowa--(BUSINESS WIRE)--Cambridge is pleased to introduce CLIC® Advisor, an extension of its digital workstation for independent financial professionals, and CLIC® Client, an investor center ...

Over my career, I’ve had the opportunity to lead the integration of close to 60 global acquisitions–all in the technology space. From 1998-2002, I led the Cisco HR Acquisition Integration team during ...

Integrating products after an acquisition is like leading a symphony. You need the right notes, a well-prepared orchestra and a skilled conductor to pull it all together. That’s why a carefully ...

While negotiating a merger of CPA firms, both parties tend to focus most of their attention on the final deal terms, such as buyouts for retiring partners, contributed capital requirements, and ...

June 23, 2025 - Each year, law firms invest countless hours, money and resources in their lateral hiring efforts, both at the associate and partner levels. The best-case scenario is that a new hire ...

Acquisitions are an effective way to generate growth for businesses, particularly those facing challenging macro-economic environments where organic growth is difficult. M&A can help companies deliver ...

SinglepointAI to power PensionPro’s automated onboarding feature — eliminating repetitive data entry, reducing errors, and accelerating the time it takes for retirement plans to go live SinglepointAI, ...