Why M&A Stalls Organic Growth in Wealth Management

Episode 25, part 1 from SBR’s ‘The Growth Workshop Podcast’

26 min podcast

About this episode

Industry leaders from Solve Partners: Dave Mason, Gilly Green and Donald Reid reveal why mergers and acquisitions often suppress organic growth in wealth management. They share practical insights on advisor engagement, cultural integration, and the hidden pitfalls that derail growth post-deal. If you’re considering consolidation or navigating integration, this conversation offers actionable strategies to protect client relationships and accelerate success.

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Speakers

Dave Mason

Chief Executive Officer at Solve Partners

With expertise in Financial Services integration, bringing a pragmatic, commercially focused perspective on organisations through strategy, governance, and execution.

Gilly Green

Business Advisor at Solve Partners

A highly experienced wealth management advisor and former consulting leader with 30+ years’ experience helping boards, executives, and individuals improve performance through strategic transformation, governance, M&A, digital change, and people‑led leadership.

Donald Reid

Co-Founder and Non Executive Director at Solve Partners

A senior wealth management and financial services leader with 35+ years’ sector expertise, extensive C‑suite and board experience, a strong governance and risk mindset, and a proven track record leading large‑scale transformation, acquisitions, and people‑led change.