
Kevin Casey: M&A, Valuations, and Deal Structures | Next Gen
Barron's Advisor
00:00
Intro
This chapter explores the pivotal role of a managing director in corporate development, tracing their pathway from strategy consulting to handling mergers and acquisitions. It highlights the intricacies of sourcing, executing deals, and integrating firms within the wealth management sector, particularly for ultra-high-net-worth clients.
Transcript
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