Aggressive Growth Through Acquisition - Lessons Learned from an Institutional Money Manager
November 18, 2016
Hosted by Sonya Weigle
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Guest Information
Episode Description
Steven Sanders is the CEO and Chief Investment Strategist for Stoneridge Investment Partners and institutional money management firm based in Philadelphia. He has an aggressive growth strategy for his firm that is largely dependent on the fast but measured acquisition of other firms. In fact, he already acquired 3 firms in the last 2 years and shows no signs of stopping. I am going to talk with him about what he has learned about the role of culture and organization dynamics in mergers & acquisition and how that role impacted the transactions he’s already completed. We will also discuss his lessons learned and the impact those lessons have had on the sustainable success of these transactions, and how they will inform future transactions.
Beyond Financials- The People Side of Mergers & Acquisitions
Archives Available on VoiceAmerica Business Channel
How does a fast-growing, risk tolerant company merge with a company that values consensus and careful decision making? Are you headed for a culture clash? Do your people understand and agree with the strategy? How do you choose between two CFOs? While the financials may work for a deal, reaping the benefits of a merger or acquisition is a notoriously risky undertaking when organizational development factors are not considered.
Our show focuses on the capabilities and best practices required for companies to master the integration phase of M and A relating to people, culture, skills sets, organization structure and behaviors. We interview top executives across a variety of industries to explore success stories, best practices and lessons learned from traversing the risky but often rewarding world of M and A.
Whether you are on the buy or sell side of a transaction, whether the capital or the executive, you will benefit from the insights and keys to success discussed.
Sonya Weigle
Sonya is the Founder and Managing Principal of SWC Management Consulting and brings almost 25 years of experience transforming organizations through change management, organization development and human capital strategy. She expertly applies those principles to the world of M&A Integration by working with clients to look beyond the financials when planning a transaction. Her firm works on both the buy side and sell side to assess cultural, behavioral, structural and process fit to help clients mitigate against the 80 percent fail rate of most M and A transactions.
SWC focuses on the middle market and deal sizes between $50M and $500M and is unique in the marketplace because all consultants are experienced and have served in both global consulting and corporate executive positions.
Sonya holds a BS in Political Science, English and Psychology from The University of Pittsburgh and an MS in Management focused on Human Resources and Strategy from Carnegie Mellon University. She gained global consulting experience with Mercer and Accenture before founding SWC in 2000.
Sonya has been recognized by the Philadelphia Tribune and the American Arthritis Foundation as a “Woman on the Move”, was given the Leadership Award by the MS Society and was of Philadelphia’s Top 40 Business People Under 40 by the Philadelphia Business Journal. Sonya also serves on many boards, most recently the Board of Directors for Chamber of Commerce for Greater Philadelphia.
