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PANC 2020: Adviser Industry M&A Action From an Academic Perspective

Fri, Sep 18, 2020 · 12:30 PM · Eastern Time (US & Canada)
About This Webinar

At this point, advisers are probably familiar with the pro-merger and acquisition (M&A) arguments being made by national aggregators and the third-party strategic consultants involved in various deals. But for advisers just starting to think about M&A, the prospects can seem daunting. This session will help you learn the ins and outs of M&A in the advisory space. What is a multiple? What is EBITDA? How and why are such factors measured? How does succession planning fit into the conversation? Should you get paid out in stock or cash? Get the answers you need to these questions and more.

Categories:
BUSINESS & FINANCE
Who can view: Everyone
Webinar Price: Free
Featured Presenters
Webinar hosting presenter
Managing Director, ECHELON Partners
Mark Bruno is a Managing Director for ECHELON Partners, where he focuses on providing M&A, consulting and valuation services to the wealth management industry. He is also the host of ECHELON’s podcast, Behind the Deal, and is a regular contributor to Forbes on the subject of M&A.

Prior to joining ECHELON, Mr. Bruno was the Managing Director and Associate Publisher at InvestmentNews, where he was responsible for overseeing a wide range of businesses, including IN’s research, content strategy, digital, custom publishing and sales groups. Mr. Bruno was with InvestmentNews for 12 years and helped establish the company as the leading B2B media brand in the wealth management industry. He played an integral role in the sale of InvestmentNews from Crain Communication to Bonhill Plc in 2018.

Mr. Bruno is an award-winning journalist, author and researcher who has written and edited for a number of financial publications over the past two decades, including InvestmentNews, Financial Week, Pensions & Investments and U.S. Banker. Mr. Bruno has also been featured in the Wall Street Journal, Forbes and the Chicago Tribune for his expertise in wealth and investment management. Mr. Bruno has received numerous accolades for his writing and reporting, including the American Business Media’s prestigious Jesse H. Neal award, and for his breaking news coverage and analysis of the financial services industry by The Society of American Business Editors and Writers. Mr. Bruno is the author of Save Now or Die Trying: Achieving Long-Term Wealth In Your 20s and 30s, one of the top-selling retirement planning books of 2007.
Documents
PDF
Speaker_Bios_-_Day_5_-_Adviser_Industry_M_A_Action_From_an_Academic_Perspective.pdf
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