Season 1
Episodes
Episode 221: M&A Talk with Leading RIA Aggregators and Integrators: Claire O’Keefe of Cerity Partners
Claire O'Keefe has an impressive resume in the wealth management industry. As Partner and the Head of Partner Development in Cerity Partners’ Chicago office, she also serves as member of the company’s Executive...
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Episode 220: The Art of Balancing Market Conditions and Client Motivations in Deals with Corey Kupfer
In the wealth management industry, deals have been reaching record-breaking levels in recent years; however, a recent DeVoe report showed a significant drop in deals in October 2022, which raised concerns among...
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Episode 219: M&A Talk with Leading RIA Aggregators and Integrators: Stan Gregor of Summit Financial
Stan Gregor, CEO of Summit Financial, is a seasoned business leader with over 30 years of experience in various industries such as banking, wealth management, insurance, and investment banking. Throughout his career,...
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Episode 218: Bringing the Digital Information Age to Wealth Management with Thomas Samuelson
homas Samuelson, founder of BRON Investor Network, is a seasoned professional in the finance and capital markets industry with over 30 years of experience. Thomas has an impressive background in finance and capital...
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Episode 217: Finding the Sellability of a Business with Jennifer Smith Broeckling
Jennifer Smith Broeckling is a finance expert and relational extrovert, making her an ideal advisor for owners and acquirers of middle market enterprises. She values collaboration over command, believing that success...
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Episode 216: M&A Talk with Leading RIA Aggregators and Integrators: Marty Bicknell of Mariner Wealth Advisors
Marty Bicknell is the CEO and President of Mariner Wealth Advisors. As CEO and President, he drives the strategic direction for the firm, coming up with innovative solutions to help meet the needs of Mariner’s...
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Episode 215: Negotiating Your Worth: Gender Differences in Negotiation with Wies Bratby
Women in the business world face unique challenges, especially when it comes to negotiating their worth. From unequal pay to lack of representation in leadership positions, women often struggle to reach their full...
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Episode 214: M&A Talk with Leading RIA Aggregators and Integrators: Jim Dickson of Sanctuary Wealth
RIA M&A deals make up 91% of all deals currently being made in the space. While it’s a wonderful time for the space due to more aggregators and integrators, more funding, and more private equity, there’s also room...
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Episode 213: A Discussion on Business Partnerships with Corey Kupfer
I’ve frequently talked about various alliances in businesses, but today let’s specifically discuss business partnerships. At its core, choosing a business partnership is a deal, and so for many, choosing a business...
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Episode 212: An M&A Matchmaking Firm with Brian Scanlon & Joe Zanca
DealQuest Community, this week I bring you another triple discussion. This week I have Brian Scanlon and Joe Zanca, Managing Partners of Dealgen Partners. DealGen Partners is a Deal Orientation company sourcing deals...
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Episode 211: Happy Holidays DealQuest Family
Episode 210: A Dive Into Financial Due Diligence with Pierre-Alexandre Heurtebize
In 2019, Pierre-Alexandre Heurtebize launched one of the first financial due diligence practices, HoriZen Capital, which is 100% dedicated to SaaS businesses, and launched the first online course on how to conduct...
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