Can You Hold My Attention? The Derek Bruton Podcast
Episode #2 - Elizabeth Nesvold, Head of Asset & Wealth Management at Raymond James Investment Banking
November 18, 2020
I really enjoyed this conversation with Elizabeth Nesvold, Managing Director and Head of Asset & Wealth Management Investment Banking at Raymond James, about the raging party that is consolidation / Mergers & Acquisitions (M&A) across our industry. Liz provided some astute insight into this booming landscape, as well as to how financial advisors are turning to M&A as a way to bring the resources they need to continue to grow their business.
- How & why M&A has accelerated this year after an initial slowdown
- How advisors are leveraging M&A to move beyond the “Valley of Death”
- Behind-the-scenes intelligence on valuation pricing and how it works
- What qualities command a premium valuation for an advisory firm, and what can drive down a valuation
- Areas within our industry in which Liz sees potential value at lower multiples
San Diego, CA
Welcome to “Can You Hold My Attention?”. In this podcast, financial services industry veteran Derek Bruton invites his guests to discuss and debate the latest trends and hottest topics facing financial advisors today.
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