Enhance Your M&A Deal By Being Selective About Technology

The wealth management industry is seeing a wave of mergers and acquisitions (M&A). From the buyer’s perspective, the biggest question when pursuing M&A is whether the target firm is worth the asking price. From the seller’s perspective, the biggest question is whether the bidder is the best match. Although this difference of perspective creates natural tension in any deal, technology can alleviate more of it than one might think. The most immediate benefit of technology is the ability to strengthen a firm’s efficiency, and thus the potential valuation of the company.