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| Q: How can advisors best evaluate potential deals that come to the table?
A: “Think about what you’re risking: It’s your life’s work, it’s your clients that you care about. Make sure that if you’re selling your business, it’s going to the right platform and cultural fit … Taking on capital partners comes with risk. It’s not just upside,” says Rick D'Amico, managing partner of Merchant Credit Partners. | |
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| | ‘We’re all the same size rectangle on the Zoom screen’ | | By Penny Crosman | | Vanessa Colella, innovation chief at Citi, says remote working has had a democratizing effect. She also touches on the types of technology Citi has been incubating, the startups it’s investing in and her efforts at fostering a culture of generosity. Read More → |
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