Archer Insights

Empower Success by Leveraging Expertise

News of M&A activity within the investment management industry continues, with pricing pressure indicated as one of the driving forces.

A recent FundFire article points out that the industry’s reliance on human capital, particularly in the front office, can make it difficult to complete successful M&As (Danielle Walker, “Aberdeen Merger Portends 'Unprecedented' M&A Ahead”, March 7, 2017).

With our goal of empowering success through innovative solutions, Archer has been found to help firms seeking to grow through acquisition by providing the right technology solution as well as outsourcing services customized to fit unique needs.

Because Archer is cloud-based, with no software to load or maintain onsite, geographic diversity is no longer an issue. A firm in Texas seeking to acquire another in Minnesota can make an offer more attractive by allowing management teams to remain in place. Brand equity can be maintained by using a multi-firm structure that still simplifies firm level reporting while preserving composite performance structures and customer reporting.

In addition to efficiencies realized by replacing multiple legacy systems with a single IBOR, they are also realized through back-office automation middle office outsourcing. In outsourcing non-core functions, a newly combined firm can truly focus on investment management.

Read more about how to create revenue by leveraging expertise in Bryan Dori's post, "Unconstrained Growth: Create Revenue Growth by Leveraging Expertise."

Learn how Archer enabled Salient's business following an acquisition: "Salient Selects Archer for Consolidated SMA Accounts."

Jon Anderson
Jon Anderson
SVP, Marketing and Solutions

Jon Anderson, Marketing and Solutions, joined the company in 2007. As an experienced executive with 25+ years in the financial services and managed accounts industry, Jon works with the Technology, and Client Experience teams to help identify and deploy new features on Archer’s fully integrated platform.

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