“I particularly value Transform’s technical expertise. We just give them the technical info and they develop the communications based on what’s important to employees. We run lean and so I rely on Transform’s project management. They keep things running smoothly.”

“Transform’s merger experience certainly gave us a head start and made the process that much easier. We particularly valued how they worked with both us and Asset. Transform delivered the integrated approach we were after, while continuing to tailor the communications to each fund’s needs. If you’re considering a merger, …