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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.

Latest from Harris Baltch

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Business Planning

Building an Effective Pitchbook Building an Effective Pitchbook

byHarris Baltch

Jul 25, 2024

3 Min Read

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Business Planning

Inside the Deal M&A Podcast Part 4: Integration Inside the Deal M&A Podcast Part 4: Integration

byHarris Baltch

Jun 10, 2021

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Inside The Deal Podcast Harris Baltch Marty Bicknell

Business Planning

Inside the Deal M&A Podcast Part 3: Closing

Inside the Deal M&A Podcast Part 3: Closing

byHarris Baltch, Head of M&A and Capital Strategies

Inside The Deal Podcast Harris Baltch Liz Nesvold

Business Planning

Inside the Deal M&A Podcast Part 2: Execution

Inside the Deal M&A Podcast Part 2: Execution

byHarris Baltch, Head of M&A and Capital Strategies

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Business Planning

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

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

byHarris Baltch, Head of M&A and Capital Strategies

Business Planning

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

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

byHarris Baltch, Head of M&A and Capital Strategies

Business Planning

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

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

byHarris Baltch, Head of M&A and Capital Strategies

merger bridge

Three Factors for a Successful RIA Merger

Three Factors for a Successful RIA Merger

byHarris Baltch, Head of M&A and Capital Strategies