Beth C.
Excel at Driving Seamless Pre- and Post-Acquisition Integrations | $10B+ AUM Integrated | M&A Strategy | Operational Excellence | Scalable Growth Architect
- Role
- Senior Integration Advisor at MAI Capital Management
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Beth C.
Hi, I specialize in making complex integrations feel seamless. Over the years, I’ve led…
Experience
Senior Integration Advisor
Sep 2024 — Present
During my current role, I am responsible for leading integration efforts by working closely with cross-functional teams to execute acquisition strategies, streamline operations, and support both clients and internal teams throughout the process. I build strong relationships with acquired leadership, ensuring smooth transitions and alignment every step of the way. By designing repeatable, scalable integration frameworks and tailoring roadmaps based on detailed due diligence, I help organizations move forward with clarity and confidence.Highlights: Contributed to nine integration initiatives since Q3 2024 by supporting cross-functional teams and driving $3.4B in asset growth. Improved efficiency and reduced friction by leading post-close feedback sessions to identify process enhancements.
Education
Southern Ohio College
Associate's degree
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