Leadership
Published
July 26, 2022

Journey and Challenges of Building a Corporate Finance Business and Going Public

This video outlines the development of a corporate finance business within a wealth management firm, focusing on growth strategies, culture, ethical business practices, market challenges, and the experience of conducting an IPO and acquisition simultaneously. It highlights leadership decisions, managing team dynamics, and maintaining integrity in financial services, emphasizing the importance of cash flow, client relationships, and adapting to market changes.
[Not Provided in Transcript]
CEO and Founder of the Corporate Finance Division
43
minutes
July 26, 2022

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