IM Deals

When the deal closes – How do the acquiring firms help the target firms manage their business?

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When the deal closes – How do the acquiring firms help the target firms manage their business?

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 how acquiring firms help target firms with managing their business once a deal is closed.

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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