Henry Hagenbuch, senior managing director, head of M&A at Lido Advisors, challenges common misconceptions about “day one” transformations, emphasizing the importance of gradual integration and alignment with a firm’s culture.
Shannon Rosic | Dec 11, 2024
Discover how Lido Advisors’ focus on maintaining its North Star—prioritizing culture over growth—sets it apart from traditional acquirers. Learn how their integrator model and commitment to advisor-level input shape a unified brand while respecting local dynamics.
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