Harris Baltch

Head of M&A and Capital Strategies, Dynasty Financial Partners

Harris Baltch is Head of M&A and Capital Strategies for Dynasty Financial Partners.

Harris’s Recent activity

Jul 25, 2024

Your ability to communicate your mission, vision and values builds credibility, trust, and, most importantly, an identity in the increasingly crowded RIA space.

Inside the Deal M&A Podcast Part 4: Integration

Jun 10, 2021

Harris Baltch and Jack Petersen, co-founder and managing partner of Summit Trail Advisors, delve into integration best practices, common pitfalls that buyers should be aware of to be successful on their next deal and...

Inside the Deal M&A Podcast Part 3: Closing

May 25, 2021

Harris Baltch, Dynasty Head of M&A and Capital Strategies, is joined by Marty Bicknell, CEO of Mariner Wealth Advisors, to discuss how to negotiate and close RIA M&A successfully. Join the two as they delve into how...

Inside the Deal M&A Podcast Part 2: Execution

May 13, 2021

Zero in on RIA deal execution behind closed doors and learn best practices for RIAs contemplating a sale. Harris Baltch, Dynasty's Head of M&A and Capital Strategies, is joined by Liz Nesvold, Managing Director and...

Inside the Deal M&A Podcast Part 1: Deal Readiness

Apr 29, 2021

How do RIAs know if they are M&A ready? How are deals sourced? Dynasty's Harris Baltch is joined by Mark Tibergien, former CEO of Pershing Advisor Solutions, and Brad Armstrong, partner at Lovell Minnick Partners, to...

Questions From New RIA Owners About M&A: Part 2

Mar 15, 2021

Firms with similar business, client-care and investment philosophies are usually more amenable to negotiation and constructive compromise than firms with widely different views on these priorities.

Questions From New RIA Owners About M&A: Part 1

Mar 08, 2021

It’s advisable to keep a pragmatic and open mind to help avoid suppositions—particularly around valuation—that may impair your ability to effectively prepare for and execute an eventual sale.