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 buy, sell, or partner.
We start by learning more about Jessica’s background and the story behind Turkey Hill. From there, the conversation turns to the flow of private equity capital. What’s next for new acquirers receiving PE money? And how are smaller pools of capital reshaping opportunities for firms that may not have qualified for backing in the past? Jessica will share what she’s seeing from capital providers today, the evolving terms of RIA deals, and whether there are places she sees things differently from the “typical” deal structure.
Finally, we spend more time on a crucial theme: why representation matters, even when you’re transacting with a current partner. Jessica will explain how thoughtful, experienced guidance ensures decisions are made with clarity, fairness, and confidence. This episode blends real-world deal insight with lessons on protecting relationships and maximizing value — a must-listen for firm leaders, advisors, and anyone considering a transaction in today’s market.
