12 episodes

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.
The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. Fidelity Clearing & Custody Solutions does not provide financial or investment advice. You should conduct your own due diligence and analysis based on your specific needs. For Full Legal information visit http://go.fidelity.com/socialfccs

Future Ready through M&A Fidelity Investments

    • Investing

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.
The content provided herein is general in nature and is for informational purposes only. This information is not individualized and is not intended to serve as the primary or sole basis for your decisions as there may be other factors you should consider. Fidelity Clearing & Custody Solutions does not provide financial or investment advice. You should conduct your own due diligence and analysis based on your specific needs. For Full Legal information visit http://go.fidelity.com/socialfccs

    Leveraging Ecosystems through M&A

    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.

    • 47 min
    Achieving Scale through M&A: What It Really Means

    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.

    • 47 min
    Healthy Organic Growth First, M&A Second

    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.

    • 47 min
    Finding Talent with M&A

    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.

    • 46 min
    Why "why" is important: defining your M&A goals

    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.

    • 35 min
    2018 Review and What's Next

    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.

    • 30 min

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