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 to WealthManagement.com, highlighting how the flow of PE money continues to drive a strong market. We’ll dig deeper into his perspective: what’s fueling these deals, and what’s next for the acquirers receiving this wave of capital?
We also explore a newer trend: smaller pools of private capital making their way into firms that previously wouldn’t have qualified for PE backing. John will share what MarshBerry is seeing from these capital providers and why it’s reshaping the deal landscape. In our last episode, Michael and Mike broke down the anatomy of a typical RIA deal structure. We’ll give John the mic to share whether he sees things differently, and what unique or unusual deal terms MarshBerry is spotting in the market right now.
