Behind the Deal With Mark Bruno

Mark Bruno

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Behind the Deal With Mark Bruno

Behind the Deal is the only podcast that provides an inside look at merger and acquisition activity in the wealth management industry. Hosted by ECHELON Partners' Mark Bruno, Behind the Deal features the top deal-makers in the industry. They offer insights into their actual M&A experiences and provide advice, guidance and counsel for wealth managers looking to execute a successful acquisition, sale or merger.

03/15/2021

Behind the Deal: Larry Roth

Echelon Partner's Mark Bruno goes Behind the Deal with Larry Roth, Managing Partner at RLR Strategic Partners. In this episode, Mark and Larry discuss the rise of Special Purpose Acquisition Companies. In particular, the interview focuses on the Kingswood Acquisition Company - the first ever-SPAC targeting the wealth management industry. As the lead independent director for the Kingswood SPAC, Larry offers an overview of its acquisition strategy and provides perspective on the role of SPACs i...

33 min
10/26/2020

Behind the Deal: Cambridge's Amy Webber

Episode 8 features a wide-ranging interview with Amy Webber, President and CEO of Cambridge Investment Research. Mark and Amy discuss some of Cambridge's recent acquisitions, the status of its 2020-21 deal pipeline, as well as the strategy behind the independent broker-dealer's increased emphasis on M&A.

20 min
09/23/2020

Behind the Deal: Hightower's Bob Oros

In Episode 7 of Behind the Deal, Bob Oros, the CEO of Hightower Advisors, talks with ECHELON's Mark Bruno about some of the current and future drivers of M&A in the wealth management industry. Mr. Oros also offers details and insights into the M&A strategy at Hightower, which has become one of the largest firms - and most active acquirers - in the RIA industry. Lastly, the interview touches on the pros and cons of doing acquisitions in a largely remote world, and what it is like tryin...

26 min
09/09/2020

Behind the Deal: Resources Investment Advisor's Vince Morris

Episode 6 of Behind the Deal features Mark Bruno's in-depth interview with Vince Morris, president of Resources Investment Advisors. Vince offers insights into OneDigital’s acquisition of Resources earlier this year – one of the largest deals of 2020 – and details how the companies are bringing multiple teams and organizations together in a remote world.

29 min
07/27/2020

Behind the Deal: Q2 2020 Deal Report Findings

Carolyn Armitage, Managing Director at ECHELON Partners, shares the key findings from ECHELON's Q2 2020 Deal Report. Mark and Carolyn dissect the latest macro trends in dealmaking, such as the surge in average deal size and the rise of minority acquisitions.

28 min
06/16/2020

Behind the Deal: Ron Carson

Ron Carson, the founder and CEO of Carson Group - and one of the largest independent wealth management firms in the business - shares several candid stories from the 30+ deals he has worked on during his career. Mark and Ron also dive deep into some of Carson's standard "Deal-Breakers and Deal-Bakers" when evaluating acquisition targets.

25 min
06/03/2020

Behind the Deal: WealthTech Mergers and Acquisitions

With WealthTech merger and acquisition activity accelerating considerably, ECHELON's Mark Bruno goes behind several deals with two of the leading technology experts and influencers in the wealth management industry: Joel Bruckenstein of T3 and Oleg Tishkevich of Invent.us. The interview touches on the drivers of WealthTech M&A, the convergence of asset management and technology - and how the value of WealthTech companies has increased as more advisors run remote operations.

30 min
05/19/2020

Behind the Deal: Private Ocean’s Greg Friedman

Mark goes behind the four major deals that Greg has been involved in since 2009 – including his experiences in both wealth management and WealthTech deals. Specifically, Greg provides a candid perspective on each of these deals and outlines how he has evaluated potential partners, acquirers and acquisition targets over the last decade. He also offers advice on the “interior work” or introspective questions leaders of wealth management firms should consider before approaching a deal.

34 min
05/08/2020

Behind the Deal: Merit Financial's Kay Lynn Mayhue

Mark Bruno goes behind several deals with Kay Lynn Mayhue, the president of Merit Financial Advisors, which has grown to nearly $4 billion in assets under management through their strategic acquisition strategy. Kay Lynn offers her "requirements and red flags" when evaluating acquisition opportunities, and also weighs in on the emotional and psychological elements of deal-making.

30 min

9 Episodes

Behind the Deal is the only podcast that provides an inside look at merger and acquisition activity in the wealth management industry. Hosted by ECHELON Partners' Mark Bruno, Behind the Deal features the top deal-makers in the industry. They offer insights into their actual M&A experiences and provide advice, guidance and counsel for wealth managers looking to execute a successful acquisition, sale or merger.

Creator

Mark Bruno
Years Active

2020 - 2021
Episodes

9
Rating

Clean
Copyright

© 2023 Behind the Deal With Mark Bruno
Show Website

Behind the Deal With Mark Bruno