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 how important the product mix is to the buyers in their evaluation of a wealth management firm.
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