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In this episode of The Wealth Horizon Podcast, Rosemary Denney talks with Brad Mook, Managing Director of Investments and Finance at Rosemont, about what RIA and wealth management M&A look like beneath the headlines. Brad breaks down how today's conversations have moved past "establishing a beachhead" into questions of scale, deal structure, and long-term succession. He also explains why advisory firms still need to return to the core of the work: serving clients well.
Rosemary and Brad walk through situations where M&A can strengthen a firm, the moments when staying independent is the right answer and the cultural factors that shape whether a merger actually works. They cover the pressures that come with competing for ultra-high-net-worth clients, the warning signs that can stall a deal and the reason organic growth and a consistent marketing presence remain essential for firm health.
In this episode, they discuss:
- What is fueling ongoing RIA and wealth management M&A activity
- How headline momentum and peer pressure can push firms into deals that don't support their strategy
- When scale can improve client outcomes and when it creates new problems
- The people and culture considerations that influence whether two firms can operate well together
- How to prepare years in advance for a sale, merger or internal transition
- Why organic growth, a strong online presence and consistent marketing still shape long-term stability
Learn More About Brad Mook and Rosemont
Website: https://www.rosemontinv.com
LinkedIn: https://www.linkedin.com/in/bradmook
Podcasts Mentioned:
- The Knowledge Project with Shane Parrish – https://fs.blog/knowledge-project-podcast/
- Don’t Get Fired by Ashby Monk & Daniel Adamson – available on Spotify and Apple Podcasts
- Fund Selectors with Lucy Walker – available on Spotify and Apple Podcasts
- Hack It Out Golf – https://podcasts.apple.com/us/podcast/hack-it-out-golf/id1543363295
- Strong Songs with Kirk Hamilton – https://strongsongspodcast.com
- The Rosemont Roundtable – https://www.rosemontinv.com/rosemont-roundtable
Connect with Wealth Matters Consulting
Visit: https://www.wealthmattersconsulting.com
Follow on LinkedIn: https://www.linkedin.com/company/wealth-matters-consulting
Subscribe to The Wealth Horizon Podcast on YouTube: https://www.youtube.com/@wealthmattersconsulting?sub_confirmation=1
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