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 goals and objectives of principal's selling a stake in their firms and how various deal structures accomplish those goals.
- Elizabeth Bloomer Nesvold
- Rob Jakacki - Kudu Investment Management, Managing Partner, CEO & CIO
- Mike LaMena - Wealthspire Advisors, CEO
- Danielle Lemberg (Moderator) - Seward & Kissel LLP, Counsel