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 landscape for wealth management M&A in the current environment.
Panelists include:
- Elizabeth Bloomer Nesvold - Raymond James, Managing Director, Global Investment Banking and Head of Asset & Wealth Management
- Rob Jakacki - Kudu Investment Management, Managing Partner, CEO & CIO
- Mike LaMena - Wealthspire Advisors, CEO
- Danielle Lemberg (Moderator) - Seward & Kissel LLP, Counsel