Future Ready through M&A
Mergers and acquisitions specialist Scott Slater explores M&A through conversations with thought leaders. Made possible by Fidelity Institutional 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.
Business 1 évad 12 rész
Leveraging Ecosystems through M&A
47 perc
2. évad 1. rész
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
47 perc
2. évad 2. rész
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
47 perc
2. évad 3. rész
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
46 perc
2. évad 4. rész
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
35 perc
2. évad 5. rész
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
30 perc
1. évad 6. rész
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
55 perc
1. évad 7. rész
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
48 perc
1. évad 8. rész
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
61 perc
1. évad 9. rész
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
41 perc
1. évad 10. rész
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
39 perc
1. évad 11. rész
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!
6 perc
1. évad 12. rész
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.
