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#FA Success Ep 351: Facilitating Successful Advisor Mergers & Acquisitions By Avoiding The Conflicts Of A Success Fee, With Jessica Polito

Nerd's Eye View

Jessica is the Founder and Principal for Turkey Hill Management, a mergers & acquisitions consulting firm that assists financial advisors with the sale, acquisition, integration, or merger of their firms. My guest on today's podcast is Jessica Polito.

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NCR: Bank Disruption On The Horizon; Banking M&A Deals To Follow

PYMNTS

The conversation came against the backdrop of a muted merger landscape. Merger-related activity has been keeping pace at what had been seen in prior years, he said, citing the integration of TCF and Chemical Bank over the summer, for example. But the fear of disruption, perhaps understandably, will light a match to M&A dry powder.

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The Fiserv-First Data Merger Is Complete

PYMNTS

The big deal is now complete: Fiserv announced this morning (July 29) that it has completed its acquisition of First Data Corporation. The two massive firms first inked the deal earlier this year, which will see Fiserv purchase First Data for $22 billion in an all-stock transaction. He also noted that outside the U.S.,

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Components of a Successful Sale Transaction

VCFO

Below is a summary of the discussion points from all professionals on the ‘ M&A: Preparing for Sale ‘ panel. This article is in collaboration with panelists from the May 2022 Houston TEI Presidents’ Forum Focused Breakfast. Moderator – Michael Landers, Partner, ABIP Advisors | mlanders@abipcpa.com.

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Can CFOs balance the need to transact AND transform?

Future CFO

The first quarter of 2023 saw global mergers and acquisitions (M&A) activity continue to shrink as rising interest rates, high inflation and recession fears dampened deal-making. Despite dwindling deal numbers, lucrative M&A opportunities continue to be available for those with the appetite and eye for lower valuations.

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Moneycorp Goes After SMEs With Corporate FX Acquisition

PYMNTS

market and targeting SME clients through its acquisition of Commonwealth FX. Having acquired Commonwealth, the ability to leverage their licensing structure and sales team to roll out Moneycorp’s transparent, fast, efficient service provision we believe will give us a big advantage for customer acquisition.”.

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Transcript: Michael Fisch

Barry Ritholtz

They’re one of the older private equity firms around, been been in business since 1994. They run over $27 billion in, in assets. Then I think you’re gonna find this to be a fascinating conversation. 00:01:24 [Michael Fisch] Thank you Barry. It’s a pleasure to be here. You get a Stanford MBA. What was the original career plan?