Behind the Deal With Mark Bruno
Behind the Deal is the only podcast that provides an inside look at merger and acquisition activity in the wealth management industry. Hosted by ECHELON Partners' Mark Bruno, Behind the Deal features the top deal-makers in the industry. They offer insights into their actual M&A experiences and provide advice, guidance and counsel for wealth managers looking to execute a successful acquisition, sale or merger.
Episodes
9 episodes
Behind the Deal: Larry Roth
Echelon Partner's Mark Bruno goes Behind the Deal with Larry Roth, Managing Partner at RLR Strategic Partners. In this episode, Mark and Larry discuss the rise of Special Purpose Acquisition Companies. In particular, the interview focuses on th...
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Season 2
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Episode 1
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33:27
Behind the Deal: Cambridge's Amy Webber
Episode 8 features a wide-ranging interview with Amy Webber, President and CEO of Cambridge Investment Research. Mark and Amy discuss some of Cambridge's recent acquisitions, the status of its 2020-21 deal pipeline, as well as the strategy behi...
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Season 1
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Episode 8
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19:31
Behind the Deal: Hightower's Bob Oros
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 ...
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Season 1
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Episode 7
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25:36
Behind the Deal: Resources Investment Advisor's Vince Morris
Episode 6 of Behind the Deal features Mark Bruno's in-depth interview with Vince Morris, president of Resources Investment Advisors. Vince offers insights into OneDigital’s acquisition of Resources earlier this year – one of the largest deals o...
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Season 1
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Episode 6
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28:34
Behind the Deal: Q2 2020 Deal Report Findings
Carolyn Armitage, Managing Director at ECHELON Partners, shares the key findings from ECHELON's Q2 2020 Deal Report. Mark and Carolyn dissect the latest macro trends in dealmaking, such as the surge in average deal size and the rise of minority...
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Season 1
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Episode 5
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28:00
Behind the Deal: Ron Carson
Ron Carson, the founder and CEO of Carson Group - and one of the largest independent wealth management firms in the business - shares several candid stories from the 30+ deals he has worked on during his career. Mark and Ron also dive deep into...
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Season 1
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Episode 4
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25:21
Behind the Deal: WealthTech Mergers and Acquisitions
With WealthTech merger and acquisition activity accelerating considerably, ECHELON's Mark Bruno goes behind several deals with two of the leading technology experts and influencers in the wealth management industry: Joel Bruckenstein of T3 and ...
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Season 1
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Episode 3
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29:32
Behind the Deal: Private Ocean’s Greg Friedman
Mark goes behind the four major deals that Greg has been involved in since 2009 – including his experiences in both wealth management and WealthTech deals. Specifically, Greg provides a candid perspective on each of these deals and outlines how...
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Season 1
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Episode 2
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34:02
Behind the Deal: Merit Financial's Kay Lynn Mayhue
Mark Bruno goes behind several deals with Kay Lynn Mayhue, the president of Merit Financial Advisors, which has grown to nearly $4 billion in assets under management through their strategic acquisition strategy. Kay Lynn offers her "requirement...
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Season 1
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Episode 1
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29:42
