The Mergers Podcast

Investment Banking, Family Offices and... Discus! [Member Guest - Evergreen Capital]

CF_Div_Sweeps

Welcome to another episode of The Mergers Podcast, where we explore unique journeys and hard-earned insights from leaders in finance, venture capital, and family offices. In this episode, host Rory Mason is joined by special guest Russell Tucker, a former All-Africa Games champion turned investment banker and family office GFO managing over £100 million, alongside co-host Ken.

Key Highlights:

  • From Athlete to Banker: Russell shares his inspiring transition from being a gold medal-winning athlete, nicknamed "The Tank," to excelling in corporate finance, highlighting the discipline, perseverance, and mental toughness that sports instilled in him.


  • Breaking into Finance: Practical advice for aspiring investment bankers, including building modeling skills, leveraging virtual internships, and applying relentlessly. Ken and Russell also reflect on their contrasting journeys—traditional vs. untraditional routes into finance.


  • Inside the Family Office: Russell unpacks his dynamic role managing multi-generational wealth, emphasizing post-acquisition challenges, flex modeling, and aligning family goals with investment strategies.


  • Sports, Military, and EQ: The hosts discuss how a background in sports or the military equips individuals with discipline and emotional intelligence, making them stand out in high-pressure environments like IB and VC.


  • Building a Legacy: Russell explains how family offices can groom the next generation to take stewardship of wealth responsibly, balancing risk capital and long-term generational planning.


This episode is packed with actionable insights, career advice, and behind-the-scenes glimpses into the world of family offices and investment banking. Whether you're a finance enthusiast, an aspiring banker, or someone curious about managing generational wealth, this one’s for you.