Growing Your Practice: Mergers & Acquisitions

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 …

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 …

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 …