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When the deal closes - How do the acquiring firms help the target firms manage their business?

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INVESTMENT MANAGEMENT DEALS BLOG

March 8, 2023

Wealth Management

Videos

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 how acquiring firms help target firms with managing their business once a deal is closed.

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.