Mergers and acquisitions specialist Scott Slater explores M&A through conversations with thought leaders. Made possible by Fidelity's Clearing and Custody Solutions and powered by the M&A Fidelity Leader's forum, Future Ready through M&A is a podcast series providing insights into M&A which may help you to grow your business.
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Leveraging Ecosystems through M&A
Merchant Investment Management's Executive Chairman, Marc Spilker, and Managing Partner Tim Bello discuss their unique perspective on the term "ecosystem," how firms can use it to create a strategic advantage, and where they see the industry heading.
Achieving Scale through M&A: What It Really Means
What does "scale" really mean in the wealth management space? The Colony Group's CEO, Michael Nathanson, and President Ron Rubin discuss their experience with scaling a business and why it is such a central priority of today’s leading acquirers.
Healthy Organic Growth First, M&A Second
Inorganic growth through M&A works if there's already healthy organic growth. Learn more from John Copeland, Managing Partner of Wealth Partners Capital Group, and Rick Buoncore, Managing Partner of MAI Capital Management.
Finding Talent with M&A
Once talent is acquired, it has to be retained. Learn how it works for Shirl Penney, President and CEO of Dynasty Financial Partners, and Jack Peterson, Managing Partner at Summit Trail.
Why "why" is important: defining your M&A goals
Defining your "why" can help set you up for successful M&A. Adam Birenbaum, CEO of Buckingham Strategic Wealth, and Jeff Johnson, advisory team lead at Buckingham -- who founded Executive Wealth Management and sold to Buckingham -- share their experiences.
2018 Review and What's Next
In this episode, we review transaction activity and big themes of 2018, plus what could be expected in the year ahead, with David Canter, Head of the RIA Segment at Fidelity.