Succession Planning and Wealth Management in M&A Transactions [PODCAST]
In this latest episode of the Transaction Abstract Podcast, Joe Hellman dives into the intersection of wealth management and mergers and acquisitions.
Joe Hellman, CPA : May 13, 2024
Sam Van Hon, CFO of PACK Private Capital, joined the Transaction Abstract podcast to discuss his experiences and lessons learned through the buy-side transaction process.
Van Hon describes PACK Private Capital as a multi-family office with 16 partners and an “evergreen model” (holding acquisitions in perpetuity to grow and deliver shareholder value) that maintains a large focus in the construction industry. He discusses his organizations approach to identifying targets, process takeaways, and expectations while engaging in a buy-side transaction process.
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If you have questions about the buy or sell-side transaction process, contact a Redpath and Company advisor here.
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