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While M&A activity levels across the industry have generally cooled in recent months from a record pace, the minority investment market is heating up and continues to reshape the RIA landscape.
In this episode of RIA Edge, Mark Bruno, managing director at Informa Wealth Management, speaks with Karl Heckenberg, CEO and president of Emigrant Partners, on the rise of minority investors and how they are deploying capital, resources and intelligence to drive growth in challenging markets.
Specifically, Mark and Karl discuss:
- What are the characteristics of an ideal minority investor and partner;
- How are minority deals structured;
- Where are M&A activity levels currently at and where will they go in 2023; and
- How post-deal integration impacts the success of a merger or acquisition.
Resources:
Connect With Mark Bruno:
- WealthManagement.com
- LinkedIn: WealthManagement.com
- LinkedIn: Mark Bruno
- Twitter: Mark Bruno
- LinkedIn: Informa
Connect With Karl Heckenberg:
About Our Guest:
Karl Heckenberg is the president and CEO of Emigrant Partners and its affiliated company Fiduciary Network. In addition, he sits on the board of managers of the aforementioned companies. Karl has worked in financial services throughout his entire career and has previously worked for Merrill Lynch, A.G. Edwards & Sons, Wells Fargo and Charles Schwab. He also serves on the boards of Sarasota Private Trust Company, New York Private Trust Company and Cleveland Private Trust Company, and is vice chairman of Emigrant Bank. Karl was raised in the Washington, D.C., area and graduated from Saint Joseph’s University in Philadelphia.
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