Tag Archives: #M&A

Episode 173 – The Five Myths of Wealth Management M&A with Jim Tennies

August 4, 2023Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #Buyer, #DougHeikkinen, #FinancialAdvisors, #InCapGroup, #JimTennies, #M&A, #PowerYourAdvice, #Seller, #Transaction, #WealthManagementJulia Smollen

Jim Tennies is the President and Co-Founder of InCap Group, a boutique investment bank providing sell-side and buy-side M&A advice, valuation services and capital raising assistance.

In this podcast, Jim debunks the “myths” and misconceptions in wealth management M&A that may be holding you back from making informed financial decisions.

They also discussed:

The complexities of valuing a firm beyond just valuation multiples.
The notion that selling a company equates to immediate retirement for the owner.
The differences between various buyers and aggregators in the industry.
The state of valuations in the wealth management market over the past 12 months.
How sellers can still participate in the future growth of their company after a transaction.

Resources:

InCap Group

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Episode 162 – Self-Determination and Strong Strategies Drives M&A Deals with John Langston

May 16, 2023Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#Advisorpedia, #Buyer, #Culture, #DougHeikkinen, #FinancialAdvisors, #JohnLangston, #M&A, #PowerYourAdvice, #RepublicCapitalGroup, #Seller, #TransactionJulia Smollen

John Langston is the Founder and Managing Partner of Republic Capital Group, a provider of investment banking services to the RIA, Wealth, and Asset Management communities. The team at Republic Capital offers buy-side and sell-side services, merger advisory, and sourcing equity and debt capital, bringing extensive experience across financial services to their clients.

In this podcast, John dives into the world of M&A, sharing the keys to a successful deal and advice collected from his impressive seventeen years in the financial services industry.

Doug and John also discussed:

Current views on M&A activity in the wealth management space and trends that are circulating
The biggest mistakes buyers and sellers have during the M&A process and how to avoid them
How firms can structure their business to increase their valuation and best integrate post transaction
A recent deal John advised on and how the transaction unfolded
The conversation around cultural fit when companies are making a transaction and why it’s so important

Resources:

Republic Capital Group

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Episode 28 – Helping Advisors Through Every Step of Transition – with Jaime Golden

March 31, 2021Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized#DouglasHeikkinen, #FinancialAdvisors, #JaimeGolden, #KingswoodUS, #M&A, #PowerYourAdvice, #RIAspoweryouradvicepodcast

Jaime Golden is president of Acquisitions at Kingswood U.S., and spends most of his time working with financial advisors who are considering or working through full or partial acquisitions of their firms. In this episode of Power Your Advice, Doug Heikkinen and Jaime discuss trends Jaime is seeing for both rep movement and M&A in our industry.

Why might an advisor consider changing firms
The thought process advisors go through before making a change
What questions come up most in the process, and how Kingswood helps answer them
How Kingswood helps advisors who have plateaued achieve growth
What the biggest advantage is for advisors working with Kingswood

Resources: Kingswood U.S.

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Episode 21 – What Financial Advisors Should Know About Mergers & Acquisitions Today – with Barrett Ayers, Stan Gregor and David DeVoe

December 11, 2020Finance, Industry Innovators, IRIS Media Works, Power Your Advice, Uncategorized#AdhesionWealth, #BarrettAyers, #DavidDeVoe, #DeVoeandCompany, #DougHeikkinen, #IndependentAdvisor, #IRIS.xyz, #IRISMediaWorks, #M&A, #PowerYourAdvice, #RIA, #StanGregor, #SummitFinancialpoweryouradvicepodcast

After a couple of months of slowdown, Mergers & Acquisitions (“M&A”) are happening at record levels across the industry. As financial advisors think about ways to grow their business, they may want to consider M&A as one way to achieve benefits of scale, new levels of efficiency within their business, and unlock access to the power of a broader platform.

In this episode of Power Your Advice, Adhesion Wealth President, Barrett Ayers, once again takes the reins and leads a fascinating discussion with M&A gurus Stan Gregor of Summit Financial and David DeVoe of DeVoe & Company about how this year has affected Mergers & Acquisitions across the industry. They also provide insight for advisors on both sides of the equation – how sellers can make their firms attractive for acquisition, and what buyers should take into consideration when evaluating target companies.

What factors are driving M&A activity this year?
What are some of the most important valuation factors?
Beyond the financials, what else should an aggregator look for when evaluating companies?
When should an RIA look internally vs. externally?
Insight as to what RIA M&A may look like in 2021 and beyond.

Resources: Adhesion Wealth | Summit Financial | DeVoe & Company

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