Wealth Management M&A: When is the right time to engage an investment banker?


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 when is the right time to engage an investment banker.

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


The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.