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: Hightower's Bob Oros
•
Mark Bruno
•
Season 1
•
Episode 7
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.