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.
Behind the Deal With Mark Bruno
Behind the Deal: Merit Financial's Kay Lynn Mayhue
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Mark Bruno
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Season 1
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Episode 1
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 "requirements and red flags" when evaluating acquisition opportunities, and also weighs in on the emotional and psychological elements of deal-making.