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Private Wealth Management

Business Owners Forum: Success Beyond Financials Post M&A

Ryan DeVore, partner, head of Private Wealth Management, and Matt Zimmer, partner, global head of Investment Banking, provide observations, learnings, and ideas for business owners as they prepare for life post-transaction.

This video was recorded on September 4, 2025.

You can also learn more by reading our publication, Preparing Your Life for Liquidity: Post-M&A Success (Beyond the Financials)

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