
How Private Equity and Capital Shape Acquirers' M&A Strategies
How Private Equity and Capital Shape Acquirers' M&A Strategies
Contrary to the belief of many, there are several types of private equity capital players, each with their own strategie... Read more
21 Dec 2022
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54mins

Using M&A to Reshape the Business: How M&A Leaders Do It
Using M&A to Reshape the Business: How M&A Leaders Do It
M&A in the entrepreneurial independent wealth management industry is about much more than size and scale; it's a mea... Read more
19 Jul 2022
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46mins

"It's all about the client"...or is it?
"It's all about the client"...or is it?
As M&A activity continues to accelerate in the wealth management space, are clients receiving better advice and more... Read more
26 Jan 2022
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33mins

Leveraging Ecosystems through M&A
Leveraging Ecosystems through M&A
Merchant Investment Management's Executive Chairman, Marc Spilker, and Managing Partner Tim Bello discuss their unique p... Read more
15 May 2020
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47mins

Achieving Scale through M&A: What It Really Means
Achieving Scale through M&A: What It Really Means
What does "scale" really mean in the wealth management space? The Colony Group's CEO, Michael Nathanson, and President R... Read more
12 Dec 2019
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47mins

Healthy Organic Growth First, M&A Second
Healthy Organic Growth First, M&A Second
Inorganic growth through M&A works if there's already healthy organic growth. Learn more from John Copeland, Managin... Read more
18 Sep 2019
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47mins

Finding Talent with M&A
Finding Talent with M&A
Once talent is acquired, it has to be retained. Learn how it works for Shirl Penney, President and CEO of Dynasty Financ... Read more
30 Jun 2019
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46mins

Why "why" is important: defining your M&A goals
Why "why" is important: defining your M&A goals
Defining your "why" can help set you up for successful M&A. Adam Birenbaum, CEO of Buckingham Strategic Wealth, and ... Read more
10 Jun 2019
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35mins

2018 Review and What's Next
2018 Review and What's Next
In this episode, we review transaction activity and big themes of 2018, plus what could be expected in the year ahead, w... Read more
10 Dec 2018
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30mins

Navigating Post-Deal Integration
Navigating Post-Deal Integration
In this episode, we talk about the trials and triumphs of post-deal integration. Our guest Dave Welling, CEO of Mercer A... Read more
5 Nov 2018
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55mins