Wealth Management M&A: When is the right time to engage an investment banker?
We invite you to view the video linked below, from Seward & Kissel’s BTG Symposium panel, Wealth Management Industry Transactions: Minority and Control Stakes. Speakers discuss when is the right time to engage an investment banker.
Panelists include:
- Elizabeth Bloomer Nesvold
- Rob Jakacki – Kudu Investment Management, Managing Partner, CEO & CIO
- Mike LaMena – Wealthspire Advisors, CEO
- Danielle Lemberg (Moderator) – Seward & Kissel LLP, Counsel
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