Future Ready through M&A

16 Episodes

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5 M&A Rules to Break Right Now

2023-10-0956:25

Are you ready to challenge the M&A status quo? Join us as we sit down with Liz Nesvold, President of Cresset Capital, and Michael Nathanson, CEO of Colony Group, to discuss where conventional rules take a back seat to innovative strategies and game-changing insights.

How Private Equity and Capital Shape Acquirers' M&A Strategies

2022-12-2154:04

Contrary to the belief of many, there are several types of private equity capital players, each with their own strategies and strengths designed to help firms grow and create better solutions for wealth management clients. Join us to hear Jeff Dekko, CEO of Wealth Enhancement Group, discuss how a series of capital partners have enabled him and his team to grow and execute, what different partners seek, and how he has aligned sponsor and firm objectives to achieve results.

Using M&A to Reshape the Business: How M&A Leaders Do It

2022-07-1946:12

M&A in the entrepreneurial independent wealth management industry is about much more than size and scale; it's a means to reshape the business model to achieve growth and innovation. Join us to hear dynamic leaders Marty Bicknell, CEO and co-founder of Mariner Wealth Advisors, and John Copeland, founder and Managing Partner of investor Wealth Partners Capital Group use M&A strategy to achieve their firms' objectives.

"It's all about the client"...or is it?

2022-01-2633:38

As M&A activity continues to accelerate in the wealth management space, are clients receiving better advice and more access to complex planning through these larger enterprises? On this episode, host Scott Slater discusses the M&A landscape with David Canter, head of the RIA and family office segment for Fidelity Institutional.

Leveraging Ecosystems through M&A

2020-05-1547:32

Merchant Investment Management's Executive Chairman, Marc Spilker, and Managing Partner Tim Bello discuss their unique perspective on the term "ecosystem," how firms can use it to create a strategic advantage, and where they see the industry heading.

Achieving Scale through M&A: What It Really Means

2019-12-1247:32

What does "scale" really mean in the wealth management space? The Colony Group's CEO, Michael Nathanson, and President Ron Rubin discuss their experience with scaling a business and why it is such a central priority of today’s leading acquirers.

Healthy Organic Growth First, M&A Second

2019-09-1834:42

Inorganic growth through M&A works if there's already healthy organic growth. Learn more from John Copeland, Managing Partner of Wealth Partners Capital Group, and Rick Buoncore, Managing Partner of MAI Capital Management.

Finding Talent with M&A

2019-06-3046:28

Once talent is acquired, it has to be retained. Learn how it works for Shirl Penney, President and CEO of Dynasty Financial Partners, and Jack Peterson, Managing Partner at Summit Trail.

Why "why" is important: defining your M&A goals

2019-06-1035:48

Defining your "why" can help set you up for successful M&A. Adam Birenbaum, CEO of Buckingham Strategic Wealth, and Jeff Johnson, advisory team lead at Buckingham -- who founded Executive Wealth Management and sold to Buckingham -- share their experiences.

2018 Review and What's Next

2018-12-1030:22

In this episode, we review transaction activity and big themes of 2018, plus what could be expected in the year ahead, with David Canter, Head of the RIA Segment at Fidelity.

Navigating Post-Deal Integration

2018-11-0555:29

In this episode, we talk about the trials and triumphs of post-deal integration. Our guest Dave Welling, CEO of Mercer Advisors, discusses integrating with intentionality, and some unexpected benefits they've gained from their transactions.

The Field Guide to Buyers and Sellers

2018-10-0448:39

In this episode, we talk about buyers and sellers in the world of M&A. Plus, we chat with Matt Cooper, partner and president of Beacon Pointe Wealth Advisors.

The Nuts and Bolts of M&A

2018-09-0701:01:32

In this episode, we discuss the nuts and bolts of M&A. How does it actually all work? Hear the steps: finding a partner to signing the paperwork? Elizabeth Nesvold, Founder and Managing Partner at Silver Lane Advisors, shares her unique perspective.

Controlling Your Destiny

2018-08-0941:41

Maintain independence while influencing your future during a merger or acquisition. Marty Bicknell, CEO, president and co-founder of Mariner Wealth Advisors -- shares how Mariner has grown and what he for the future of the wealth management industry.

Insights and Independence

2018-07-1239:32

In this episode, we talk about Fidelity's Insights on Sources of Capital and Independence report. Plus, we chat with Mark Hurley, recognized thought leader on the independent wealth management space and co-founder of Fiduciary Network regarding what he's learned and how he sees the landscape changing.

Hello World!

2018-06-2706:52

Get ready for Future Ready through M&A! In this trailer for our upcoming podcast series on mergers and acquisitions we meet our host, mergers and acquisitions specialist Scott Slater and learn about some of the big questions in the field.

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