Future Ready through M&A Podcast
1) 5 M&A Rules to Break Right Now
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 ta...Show More
2) Leveraging Ecosystems through M&A
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 a...Show More
3) 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 Ron Rubin discuss their experience with scaling a business and why it is such a c...Show More
4) 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, Managing Partner of Wealth Partners Capital Group, and Rick Buoncore, Managing Partner of M...Show More
5) 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 Financial Partners, and Jack Peterson, Managing Partner at Summit Trail.
6) 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 Jeff Johnson, advisory team lead at Buckingham -- who founded Executive Wealth Manag...Show More
7) 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, with David Canter, Head of the RIA Segment at Fidelity.
8) 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 Advisors, discusses integrating with intentionality, and some unexpected benefits...Show More
9) The Field Guide to Buyers and Sellers
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.
10) The Nuts and Bolts of M&A
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 Sil...Show More