March 7, 2017 | Jon Anderson, Senior Vice President, Business Analysis
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
Senior Vice President, Business Analysis
Jon Anderson, Senior Vice President, Business Analysis, works alongside other senior members of the Product and Technology team to identify and deploy solutions geared toward increasing investment managers’ operational efficiency. An experienced executive with 30+ years in the financial services and managed accounts industry, Jon has deep knowledge of data presentation and reporting, including building out reporting for new and existing clients. He has been with BNY Archer since 2007, holding various roles including Marketing and Solutions. Jon currently is the lead facilitator for BNY Archer’s Product and Reporting Committees and participates in the Performance Committee.
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