Future Ready through M&A
322 FOLLOWERS
Made possible by Fidelity's Clearing and Custody Solutions and powered by the M&A Fidelity Leader's forum, Future Ready through M&A is a podcast series providing insights into M&A which may help you to grow your business. Mergers and acquisitions specialist Scott Slater explores M&A through conversations with thought leaders.
Future Ready through M&A
6M ago
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 ..read more
Future Ready through M&A
6M ago
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 ..read more
Future Ready through M&A
1y ago
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 ..read more
Future Ready through M&A
1y ago
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 ..read more
Future Ready through M&A
2y ago
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 ..read more
Future Ready through M&A
4y ago
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 ..read more
Future Ready through M&A
4y ago
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 ..read more
Future Ready through M&A
4y ago
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 ..read more
Future Ready through M&A
4y ago
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 ..read more
Future Ready through M&A
4y ago
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 ..read more