Merger and Acquisition Integration

Oyster leverages our team’s combined perspectives on compliance, finance, operations, trading, technology, and risk to help our clients define and achieve success. Oyster’s consultants have participated in some of the largest mergers and acquisitions in the industry’s history. Our experience can help you create a process to select the right partner, and then integrate the best business practices from each legacy firm. Oyster’s Merger and Acquisition Integration services include:

• Strategic Planning
• Corporate Governance
• Due Diligence
• Employee selection and retention
• Organizational alignment/efficiency
• Merger Integration and Process Optimization
• New Product Implementation
• Vendor Selection and management
• Communication and training
• DOL Fiduciary Standard Assessments and Compliance

The Oyster Difference

Unlike career consultants, Oyster’s consultants have participated in mergers and acquisitions as employees. They have taken part in and run merger and integration efforts from your chair and know what it takes to be successful. Oyster has the knowledge, experience and expertise to help your firm avoid pitfalls that create service issues, waste time, and lead to disappointing outcomes.