Expansion of Capabilities – With Kevin Corbett of Mariner Wealth Advisors

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The Buyer's Boardroom

Alaris Acquisitions

24 episodes

1 week ago

Welcome to the wild world of M&A, where owners of wealth management firms venture into uncharted territory, hoping to strike a deal. It's a tricky path to navigate; who are the buyers? How do they think? What do they look for? How can I maximize my firm's value? How do we vet a partnership? Fear not, brave entrepreneurs! Hosts Allen Darby and Jacqueline Martinez are here to guide you through this unfamiliar terrain, helping you uncover what buyers really want and how to avoid the landmines that can blow up a deal.

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Expansion of Capabilities – With Kevin Corbett of Mariner Wealth Advisors

The Buyer's Boardroom

48 minutes 41 seconds

1 year ago

Expansion of Capabilities – With Kevin Corbett of Mariner Wealth Advisors

Welcome to Part 4, the final segment of our special 4-episode series designed to help sellers differentiate between buyer’s models. This episode, “Expansion of Capabilities,” features special guest Kevin Corbett, Managing Director of Corporate Development at Mariner Wealth Advisors. Together, we discuss the growth strategies that buyers are adopting, including people and expertise, additional services, and training programs for next-gen advisors.

Join hosts Allen Darby and Jacqueline Martínez from Alaris Acquisitions as they dive into the nuances of differentiating between buyers and their models in the RIA M&A landscape.