What is the landscape for wealth management M&A in the current environment?
Check out the video below, which features a discussion from Seward & Kissel’s panel titled, “Wealth Management Industry Transactions: Minority and Control Stakes.” Speakers discuss the landscape for wealth management M&A in the current environment.
Panelists include:
- Elizabeth Bloomer Nesvold – Raymond James, Managing Director, Global Investment Banking and Head of Asset & Wealth Management
- 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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