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 "ecosys...
Future Ready through M&A
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About
Mergers and acquisitions specialist Scott Slater explores M&A through conversations with thought leaders. 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.
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 experie...
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 Capit...
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 Peterso...
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 a...
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 ...
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...
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 A...
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? Eliz...
Controlling Your Destiny
Maintain independence while influencing your future during a merger or acquisition. Marty Bicknell, CEO, president and co-founder of Mariner Wealth Ad...