Know Your Worth | Buy, Sell, or Partner? What Advisors Needs to Consider
Michael Belluomini and Mike Wieger welcome Jessica Polito, founder of Turkey Hill Management. Jessica has spent more than a decade advising on M&A in the wealth management space and brings a unique perspective shaped by a commitment to providing unbiased guidance to firms navigating one of the most complex decisions they’ll ever face: whether to …
Know Your Worth | M&A Market Trends Every Advisor Should Know
Michael Belluomini and Mike Wieger are joined by John Orsini from MarshBerry. We start by getting to know John a little better; his path into the wealth management space and how MarshBerry has become a key player in the advisory M&A landscape. From there, the conversation shifts to private equity. John recently contributed an article …
Know Your Worth: Anatomy of the Deal
Join Carson’s Michael Belluomini, SVP, Mergers & Acquisitions, and Mike Wieger, VP, Mergers & Acquisitions, as they dive into the structure of a typical M&A deal. Topics of Discussion: The differences between upfront, retention, and growth earnouts. The strangest deal terms and new wrinkles they’ve encountered. The present value of a deal and why headline …
Know Your Worth: Innovation, Integration, and the Investment Frontier
Join Carson’s M&A leaders Michael Belluomini and Mike Wieger for a timely conversation with Hiren B Patel, Head of Advisor Solutions at 55ip and Brendan Taylor, VP of Advisor Success Manager at 55ip. We’ll explore how investment management trends are shaping M&A strategy and what advisors need to know about tax-smart investing, tech-powered portfolios, and …
Know Your Worth | The Rise of the External Buyer
Join Carson’s Michael Belluomini, SVP, Mergers & Acquisitions, and Mike Wieger, JD, VP, Mergers & Acquisitions, as they dive into the rise of external succession plans in the M&A market. Topics of Discussion: 1. The differences between seller-financed internal succession, externally financed internal succession, and selling to an external buyer. 2. The pros and cons …
Know Your Worth | Eric Leeper & James Fisher
Join us for this month’s Know Your Worth livestream, where hosts Michael Belluomini, SVP, Mergers & Acquisitions, and Mike Wieger, VP, Mergers & Acquisitions will dive into the latest trends in the M&A market and what they mean for financial professionals considering a transition. This month, we’re excited to welcome Eric Leeper, CFA and James …
Know Your Worth | Mike Wieger
Join us as we welcome Mike Wieger as the new co-host of Know Your Worth! Fun fact— Mike was our very first guest on the maiden episode, making this a full-circle moment. 🔹 The Evolving RIA Landscape – What’s driving the surge in partner transactions, and what key trends are shaping the industry? 🔹 Carson’s …
Know Your Worth | Burt White
Carson CEO Burt White joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into Carson’s recent activity and successes in the M&A world. Topics of Discussion: Carson’s approach to and philosophy toward M&A, both internal and external. How do direct partnership deals help fuel Carson’s rocket …
Know Your Worth | Rafael Mason
Rafael Mason, Partner, Bain joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into private equity firms and their role in M&A within the RIA space. Topics of Discussion include: What attracted Bain to the RIA industry Why they decided to invest in Carson What …
Know Your Worth | Dani Fava
Carson’s Dani Fava, Chief Strategy Officer, joins Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the outlook for strategic M&A. Topics of Discussion: How will bigger RIA aggregators like Creative, Mercer, Mariner or even Carson approach strategic M&A? Will we see custodians doing M&A? Where will …
Know Your Worth | Rob Madore
Rob Madore, Vice President at MarshBerry, joins Carson’s Michael Belluomini, VP, Mergers & Acquisitions, and Jeff Harris, AVP, Mergers & Acquisitions, as they dive into the key value drivers that most buyers look for when making an investment. Topics of Discussion: Consolidation in the wealth management industry How Rob and MarshBerry consult with and prepare …