Wealth Management M&A: How important is product mix to the buyers in their evaluation of a wealth management firm?

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