Join us on this episode of Focused on the Future as host Suzanne Siracuse sits down with Liz Nesvold, Chair of Emigrant Partners. Liz highlights the three critical areas that firms need to focus on to ensure future success, discusses the key levers that contribute to obtaining a high firm valuation, and the profound impact her mother had on her leadership style.  

Key discussion points include:

- The subconscious influences that shaped her career path
- The story behind her current role at Emigrant Partners 
- The importance of nurturing and retaining top talent
- How next gen talent plays into your firm’s valuation
- Why reinvestment into your business is key for future growth
- Her advice for buyers and sellers’ post-deal. 
- The essential question every firm must consider before deciding to buy or sell
- Why business evolution cannot exist without business continuity and succession planning 

Join Suzanne and Liz for an insightful episode filled with career reflections, industry expertise, and practical advice that can help elevate your firm’s success. Whether you're an industry veteran or just starting your journey in wealth management, this episode offers valuable perspectives on leadership, growth, and strategic decision-making.

Resources:
Subscribe to Emigrant Partners RIA+: https://bit.ly/3y6iiKb +

Connect With Suzanne Siracuse:
 
WealthManagement.com: bit.ly/3RKHvyY
LinkedIn: WealthManagment.com: bit.ly/3YkoRAv
LinkedIn: Suzanne Siracuse: www.linkedin.com/in/suzanne-siracuse-722b777/
Twitter: Suzanne Siracuse: @suzsiracuse
Email: Suzanne@suzannesiracuse.com

Connect with Liz Nesvold:

https://emigrantpartners.com/ 
LinkedIn: Liz Nesvold: https://www.linkedin.com/in/liz-nesvold-9421065/
LinkedIn: Emigrant Partners: https://www.linkedin.com/company/emigrant-partners/

About Our Guest:

Liz serves as Chair of Emigrant Partners and Vice Chair of Emigrant Bank. In her dual roles, Liz works closely with all units of the bank that provide solutions to the wealth management industry, including Emigrant Partners, New York Private Trust, Sarasota Private Trust, Cleveland Private Trust, Summitas and Personal Risk Management Solutions. Liz has 30 years of experience as a passionate advisor, investment banker, and executive. Over her career, she has specialized in mergers and acquisitions, capital planning and fundraising, succession and liquidity planning, strategic advisory, compensation structuring, deep-dive financial and businessanalysis, and organic growth consulting. Liz began her investment banking career providing M&A and strategic advisory services to asset managers and securities firms in 1991 at Berkshire Capital. She cofounded the industry's first-ever specialist M&A practice serving wealth management firms in 1996. In 2007, Liz launched Silver Lane, a boutique investment bank that routinely ranked as the #1 or #2 most active M&A advisor to the industry. Liz and her partners sold Silver Lane to a Fortune 500 company in 2019, and she transitioned from investment banking four years later to joining the wealth management industry. A proud advocate and mentor for women in financial services, Liz was named 2024 Finance Executive of the Year on behalf of WSR Pathfinder Awards. She was honored with the prestigious M&A Advisor's Leadership Award in 2021, and was inducted into the M&A Hall of Fame. In 2019, Liz was recognized as a Woman to Watch by InvestmentNews.

Liz Nesvold:  M&A is not a Business Strategy

NREI Weekender Episode 6 - NREI Research Series: Annual REIT Study Review, July 13, 2019

Today, David Bodamer continues with the NREI Research Series by reviewing NREI’s 4th annual REIT study. 

In this episode, you will learn:

- The major takeaways from this year’s research
- Which categories are on respondents’ buy and sell lists
- The status of REIT balance sheets
- What kind of predictions the study provides for REIT stock prices and returns 
- And more

Tune in now to hear the latest findings in the Review of the fourth annual REIT Study as part of the NREI Research Series.

Resources:
National Real Estate Investor

Liz Nesvold: M&A is not a Business Strategy

WealthManagement.com

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