Future Ready through M&A

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.