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Dos and Don’ts of M&A Deals From Concurrent’s Nate Lenz

As reported in a recent InvestmentNews article on the M&A landscape in the financial services industry, our CEO, Nate Lenz, emphasized the importance of strategic and cultural alignment when considering mergers and acquisitions. Nate highlighted two key risks in M&A transactions: for sellers, the potential loss of “quality control” over their service model post-sale, and for buyers, the risk of not achieving a quick enough return on investment if the seller is not fully committed to the new structure. He advised advisors to focus on long-term fit rather than simply chasing financial gains, underscoring that successful partnerships bring value to both sides.

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Building a Championship RIA with Nate Lenz

In Episode 083 of The Connected Advisor podcast, our Co-Founder and CEO, Nate Lenz, delved into the strategies behind building a championship Registered Investment Advisor (RIA) firm. Drawing

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Advisory Services offered through Concurrent Investment Advisors, LLC, an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC are not affiliated companies.

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