Echelon Partner's Mark Bruno goes Behind the Deal with Larry Roth, Managing Partner at RLR Strategic Partners. In this episode, Mark and Larry discuss the rise of Special Purpose Acquisition Companies. In particular, the interview focuses on th

Behind the Deal: Cambridge's Amy Webber

Oct 26th, 2020 19m 31s

Episode 8 features a wide-ranging interview with Amy Webber, President and CEO of Cambridge Investment Research. Mark and Amy discuss some of Cambridge's recent acquisitions, the status of its 2020-21 deal pipeline, as well as the strategy behi

Behind the Deal: Hightower's Bob Oros

Sep 23rd, 2020 25m 36s

In Episode 7 of Behind the Deal, Bob Oros, the CEO of Hightower Advisors, talks with ECHELON's Mark Bruno about some of the current and future drivers of M&A in the wealth management industry. Mr. Oros also offers details and insights into the

Behind the Deal: Resources Investment Advisor's Vince Morris

Sep 9th, 2020 28m 34s

Episode 6 of Behind the Deal features Mark Bruno's in-depth interview with Vince Morris, president of Resources Investment Advisors. Vince offers insights into OneDigital’s acquisition of Resources earlier this year – one of the largest deals o

Behind the Deal: Q2 2020 Deal Report Findings

Jul 27th, 2020 28m

Carolyn Armitage, Managing Director at ECHELON Partners, shares the key findings from ECHELON's Q2 2020 Deal Report. Mark and Carolyn dissect the latest macro trends in dealmaking, such as the surge in average deal size and the rise of minority

Behind the Deal: Ron Carson

Jun 16th, 2020 25m 21s

Ron Carson, the founder and CEO of Carson Group - and one of the largest independent wealth management firms in the business - shares several candid stories from the 30+ deals he has worked on during his career. Mark and Ron also dive deep into

Behind the Deal: WealthTech Mergers and Acquisitions

Jun 3rd, 2020 29m 32s

With WealthTech merger and acquisition activity accelerating considerably, ECHELON's Mark Bruno goes behind several deals with two of the leading technology experts and influencers in the wealth management industry: Joel Bruckenstein of T3 and

Behind the Deal: Private Ocean’s Greg Friedman

May 19th, 2020 34m 2s

Mark goes behind the four major deals that Greg has been involved in since 2009 – including his experiences in both wealth management and WealthTech deals. Specifically, Greg provides a candid perspective on each of these deals and outlines how

Behind the Deal: Merit Financial's Kay Lynn Mayhue

May 8th, 2020 29m 42s

Mark Bruno goes behind several deals with Kay Lynn Mayhue, the president of Merit Financial Advisors, which has grown to nearly $4 billion in assets under management through their strategic acquisition strategy. Kay Lynn offers her "requirement

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