Tag Archives: #Seller

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

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , ,

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

Advisorpedia, Finance, Industry Innovators, Power Your Advice, Uncategorized, , , , , , , , , ,

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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