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