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Content provided by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
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Mergers & Acquisitions Trends: Insights on Family Businesses, Private Equity, and Market Shifts

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Manage episode 482761275 series 2876828
Content provided by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

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In this episode, we speak with an expert from an investment bank and management consulting firm that specializes in mergers and acquisitions (M&A), business brokering, and capital raises. With years of experience in technology innovation and professional services, the guest takes us through their background, starting with Accenture, Countrywide Financial, and BofA, before founding their own firm over seven years ago.
The discussion focuses on current M&A trends, including the challenges and opportunities in a volatile economy, with a special emphasis on the aging baby boomer generation and the increasing number of small businesses poised for retirement. The speaker also touches on the rise of private equity-held companies and their impact on M&A activity.
Additionally, the guest shares insights on how they help family offices navigate both buying and selling, including a recent high-value transaction involving a family-owned business transitioning across generations. This episode is a deep dive into the complexities of M&A and the strategies driving successful deals in uncertain times.

  continue reading

778 episodes

Artwork
iconShare
 
Manage episode 482761275 series 2876828
Content provided by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard C. Wilson, CEO of Family Office Club, Richard C. Wilson, and CEO of Family Office Club or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Send us a text

In this episode, we speak with an expert from an investment bank and management consulting firm that specializes in mergers and acquisitions (M&A), business brokering, and capital raises. With years of experience in technology innovation and professional services, the guest takes us through their background, starting with Accenture, Countrywide Financial, and BofA, before founding their own firm over seven years ago.
The discussion focuses on current M&A trends, including the challenges and opportunities in a volatile economy, with a special emphasis on the aging baby boomer generation and the increasing number of small businesses poised for retirement. The speaker also touches on the rise of private equity-held companies and their impact on M&A activity.
Additionally, the guest shares insights on how they help family offices navigate both buying and selling, including a recent high-value transaction involving a family-owned business transitioning across generations. This episode is a deep dive into the complexities of M&A and the strategies driving successful deals in uncertain times.

  continue reading

778 episodes

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