IM Deals Blog

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

Written by admin | Mar 08, 2023

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