Episode #2 – Elizabeth Nesvold, Head of Asset & Wealth Management at Raymond James Investment Banking

Episode #2 - Elizabeth Nesvold, Head of Asset & Wealth Management at Raymond James Investment Banking

I really enjoyed this conversation with Elizabeth Nesvold, Managing Director and Head of Asset & Wealth Management Investment Banking at Raymond James, about the raging party that is consolidation / Mergers & Acquisitions (M&A) across our industry. Liz provided some astute insight into this booming landscape, as well as to how financial advisors are turning to M&A as a way to bring the resources they need to continue to grow their business.

  • How & why M&A has accelerated this year after an initial slowdown
  • How advisors are leveraging M&A to move beyond the “Valley of Death”
  • Behind-the-scenes intelligence on valuation pricing and how it works
  • What qualities command a premium valuation for an advisory firm, and what can drive down a valuation
  • Areas within our industry in which Liz sees potential value at lower multiples