Pencils Down

Opportunities for Enabling Technology in Investment Banking


Listen Later

Michael Lamm is Co-Founder and Managing Partner at Corporate Advisory Solutions, a merchant bank with offices in Philadelphia and Chevy Chase, Maryland.  Prior to launching the firm seven years ago, Michael was a Director at the Kaulkin Ginsberg Company and also co-Founded the U.S.-Israel Business Exchange.  We sat down to discuss his journey into M&A, important lessons he’s learned along the way, opportunities to tech-enable more of the ibanking business, and trends he’s tracking this year.
About Corporate Advisory Solutions: Founded in 2013 by Michael Lamm and Mark Russell with offices in Philadelphia and Chevy Chase, Maryland, CAS provides M&A, compliance, valuation and strategic advisory services to the outsourced business services arena.    
Websites: https://corpadvisorysolutions.com/, https://www.finalis.com
...more
View all episodesView all episodes
Download on the App Store

Pencils DownBy Federico Baradello

  • 5
  • 5
  • 5
  • 5
  • 5

5

18 ratings