![]() Sheryl Rowling, Owner Rowling & Associates |
Why the Moss Adams-Rowling Dold merger came apart despite looking picture-perfect on paper
Lisa Shidler | RIAbiz, June 2013
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Summary: Rebecca Pomering has spent much of her career guiding RIA mergers. But the failure of the Moss Adams-Rowling Dold merger was proof that even the best looking ones can experience unanticipated pitfalls. Rowling did not like the transition to having less control and less of a leadership role. It’s the intangibles that often determine whether the merger will be successful or not; sometimes RIAs just need to take the leap of faith and agree to some give and take.