Why Data is the Hidden Challenge of Mergers and Acquisitions

Asset manager Merger and Acquisition activity is up over the past three years, according to recent data from Piper Sandler. Managers seeking to grow their business are acquiring rivals to bring in new assets and expertise. On paper, these acquisitions can look like puzzle pieces, snugly fitting together. However, executing a merger requires integrating systems, talent and cultures in a hurry. Among the overlooked challenges of M&A is often the integration of data systems. When multi-asset managers rely on multiple legacy data providers, organizing that data is a daily challenge.

In this webcast, panelists will outline ways around major data challenges and what a strong integration process looks like. They will also strategize methods firms can employ to be better prepared for this process on either side of the business transaction.