Behind the Scenes of M&A Roles and Success (KYW Ep. 02)
For advisors considering M&A after a sale, or mentoring younger colleagues who want to enter the field, the episode describes what M&A teams actually do and how different backgrounds can map to roles. It also gives a view of the team functions and traits involved in advisory-firm transactions.
Summary
By the running an ria deskThis episode covers career paths into wealth management M&A, with two Carson M&A SVPs describing their non-traditional routes from big four accounting and in-house legal counsel into deal work. It outlines common misconceptions about M&A roles, the core archetypes on a successful M&A team, and the behavioral traits the guests associate with dealmaking. It closes with practical advice for young and mid-career professionals trying to break into M&A.
- The guests describe non-traditional paths into M&A, including big four accounting, in-house legal counsel, roadshows and institutional deal execution.
- They outline M&A team archetypes: tip-of-the-spear origination, project management and integration, financial modeling, and advisor subject matter expertise.
- The discussion covers traits such as curiosity, adaptability, non-zero-sum negotiation and viewing transactions in the spirit of partnership.
- Practical advice includes getting at-bats, building an industry network and being a sponge for knowledge.
Chapters
From the publisher’s description| Time | Chapter | Length |
|---|---|---|
| Travel Reality Check And Welcome | 1 min | |
| Why M&A Career Paths Matter | 4 min | |
| Advisors Using M&A After A Sale | 1 min | |
| Mike’s Windy Route Into M&A | 4 min | |
| Michael’s Roadshow Path Into M&A | 8 min | |
| Traits That Drive M&A Success | 8 min | |
| What M&A Teams Actually Do | 14 min | |
| Practical Moves For Breaking In | 5 min | |
| Wrap Up And Disclosures | 1 min |
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Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.