In M&A, closing the deal is often seen as the finish line, but for buyers, it’s just the beginning. The real challenge lies in integrating the acquired business in a way that preserves value, aligns ...
Dealmakers from some of the industry’s most acquisitive RIAs gathered at last week’s DeVoe M&A+ Succession Summit in Chicago to share their strategies around deal structure amid this year’s ...
Kilpatrick’s John Erwin, Sara Beth Barnes, and Mikail Clark recently presented on the topic of “Corporate Transactions: Deal Structuring, Governance Documents, and the Impact of AI” at the firm’s ...
In the latest installment of IBJ’s Thought Leadership Series, Michelle Jann of Goelzer Investment Management discusses the pillars of smart succession planning. Owners who approach succession planning ...
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