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Finding Real Cultural Fit in M&A | Jacqueline Martinez on Next Mile
What does cultural fit really mean in wealth management M&A?
Jacqueline Martinez, Managing Partner at Alaris Acquisitions, joins Kyle Van Pelt to unpack how alignment between buyers and sellers goes beyond surface-level fit. She shares how defining priorities, values, and structure can lead to better, longer-lasting partnerships.
#RIA #DataLake #DataWarehouse #WealthManagement #DataIntegration #nextmilepodcast
Видео Finding Real Cultural Fit in M&A | Jacqueline Martinez on Next Mile канала Milemarker
Jacqueline Martinez, Managing Partner at Alaris Acquisitions, joins Kyle Van Pelt to unpack how alignment between buyers and sellers goes beyond surface-level fit. She shares how defining priorities, values, and structure can lead to better, longer-lasting partnerships.
#RIA #DataLake #DataWarehouse #WealthManagement #DataIntegration #nextmilepodcast
Видео Finding Real Cultural Fit in M&A | Jacqueline Martinez on Next Mile канала Milemarker
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5 ноября 2025 г. 19:06:07
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