Past Event
Virtual Roundtables
The Future of Wealth Advisory M&A: Capital, Strategy & the Next Generation of Growth
We explored how consolidation, capital, and strategic leadership are reshaping the independent wealth management landscape. Led by Paul Stamoulis, Worth Media President and Kim Kovalski, MarshBerry Managing Director, this session dove into the forces driving merger & acquisition activity, how founders can adopt an investor mindset, and key lessons learned from guiding firms through transformative deals. Insight was shared on how to position your firm for long-term success in a rapidly evolving market.
- Setting the stage: What macro forces are most responsible for accelerating consolidation across the wealth management industry today?
- Private equity’s imprint: How has institutional capital reshaped competition and opportunity in the independent advisory space?
- The valuation lens: What aspects of wealth firm valuation do you find most misunderstood in the current M&A environment?
- Balancing control and partnership: How should founders think about bringing on capital partners while maintaining strategic autonomy?
- Strategic growth mindset: What separates firms that approach growth like business owners and investors from those that remain operators?
- Growth levers in focus: Between organic expansion, acquisitions, and capital solutions, which pathways are driving the strongest outcomes today?
- Aligning teams for scale: How can firms use equity programs or minority investment structures to retain and motivate key talent?
- Reinvestment vs. monetization: How do you counsel founders on when to double down on growth versus take chips off the table?
- Preparing for a transaction: What are the top readiness factors that determine whether a firm achieves a premium outcome at sale?
- Legacy and leadership: For founders deeply tied to their firms, how do you advise them to balance personal legacy with maximizing enterprise value?
Watch Full Replay:
Speakers
In Partnership With
