A wealth management organization in Chile that delivered financial advisory amenities to pension funds and high net-worth individuals was at a crossroads. After 15 years in business, the firm had become quite successful.
The owner, who has invested most of his personal wealth in the business, has the chance to make an investment in a similar wealth management company in Columbia to improve its worth without incurring undue corporate financial risk. What are the risks along with benefits of this type of complex international merger and acquisition for this particular moderate-sized enterprise operating in uncertain political and economic surroundings? Author Kimberley Howard is affiliated with Grant Mac Ewan College.
PUBLICATION DATE: June 12, 2013 PRODUCT #: W13232-HCB-ENG
This is just an excerpt. This case is about FINANCE & ACCOUNTING
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