Linda Bready Pioneers M&A Consulting with CleverX Launch

Linda Bready, the president of the advisory software development firm CleverCX, has unveiled a new consulting venture, CleverX Consulting, aimed at assisting advisory firms in navigating mergers and acquisitions. The initiative targets both pre- and post-deal phases, addressing strategic, technological, and operational challenges typically encountered by small and mid-sized firms. Bready's role as president involves employing her extensive industry experience from companies like Folio Dynamix, eMoney, and Envestnet to guide firms through the M&A process. This includes enhancing firms' attractiveness to buyers through tech stack alignment and workflow optimization, while also focusing on communication strategies crucial during mergers. The initiative capitalizes on the ongoing surge in M&A activity within the independent wealth management sector, spurred by aging advisors seeking exits and smaller firms pursuing growth. Bready's efforts underscore the integral role of technology, communication, and strategic alignment in successful mergers and acquisitions.