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 our industry heading in the next five years?
- How should potential sellers feel about all this consolidation?
