Dave Welling: How Mercer’s M&A Push Made It a $70 Billion Juggernaut
Barron's Advisor
00:00
Strategic Insights for Advisors in M&A Exploration
This chapter provides strategic advice for advisors considering mergers and acquisitions, focusing on the importance of preliminary conversations and understanding different firms. The discussion reveals growth opportunities for Registered Investment Advisors (RIAs) through collaboration with larger entities.
Transcript
Play full episode
