Blank Rome partner Molly Crane will serve as a featured speaker at ECHELON Partners’ 2024 Deals & Dealmakers Summit, being held August 28 and 29, 2024, in Dana Point, California.
ABOUT THE PROGRAM
Renowned leaders, professionals, and experts in financial services participate in in-depth conversations designed to educate and inform buyers, sellers, and investors on the most strategic and current mergers and acquisitions (“M&A”) topics within the wealth and investment management industries.
Molly’s session, “Ask the Experts,” will take place on Wednesday, August 28, from 1:00 to 3:00 p.m.
Other sessions include:
- ECHELON Client CEOs: Overcoming The Myriad of Pre-Close Challenges
- Advanced Concepts of Deal Structuring, Valuation, & Legal Terms
- Insights from Leading Wealth Management Executives—Lessons in Deal Making, Entrepreneurship, and People Success
- Mastering Emotional Intelligence and the Psychology of Succession
- Private Credit’s Growing Influence in Wealth Management M&A
- Private Equity’s Deal Making for the Industry’s Most Prized Opportunities
- Legal Debate: Counsels for Buyer and Seller Collide over Deal Terms in a Live Negotiation
- State of TAMPs and Key Deals Shaping the Future
- Breakaway to RIA—Evaluation of Trends, Opportunities and Obstacles
For more information, please visit the event webpage.
