Evaluation Criteria for M&A Opportunities

In Episode 7 of Behind the Deal, Bob Oros, the CEO of Hightower Advisors, talks with ECHELON's Mark Bruno about some of the current and future drivers of M&A in the wealth management industry. Mr. Oros also offers details and insights into the M&A strategy at Hightower, which has become one of the largest firms - and most active acquirers - in the RIA industry. Lastly, the interview touches on the pros and cons of doing acquisitions in a largely remote world, and what it is like trying to bring companies closer together in this incredibly unique working environment.