M&A Requires More Than  Securing Financing

M&A Requires More Than
Securing Financing

What first-time buyers are missing is that, despite popular opinion, most transactions are not propelled solely by a seller’s desire for monetary gain – they simply want to feel that by joining a larger organization, they can experience the next stage of career...
Breakaway Lessons from  Wolfgang Van Halen

Breakaway Lessons from
Wolfgang Van Halen

In our work with breakaway advisors, who are venturing out on their own and leaving behind the branding and operational resources of a larger wirehouse or independent broker dealer, we find that the main driver is not extreme anger or a dramatic “straw that broke the...