What it takes to be a Buyer of Firms
With 12 transactions under our belt, we have learned a lot about M&A best practices in our industry. How about you? Do you really understand what it takes to acquire or merge with a firm and realize the value of that deal in a meaningful way?
In April’s State of the Industry podcast, Allworth Co-CEO and host Scott Hanson welcomes Pete Engelken, who has not only overseen 12 partnerships as COO of Allworth Financial, but has a long history of quarterbacking deals in the financial services industry..
On “What it takes to be a buyer of firms,” Hanson and Engelken explain to listeners:
It’s a white-hot seller’s market. Listen to two senior leaders of the 4th fastest growing RIA in America come together to talk M&A.
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