IM Deals Blog

Wealth Management M&A - How to command a higher valuation?

Written by admin | Mar 22, 2023

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 target firms can command a higher valuation.

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