# Jacqueline Martinez
Principales episodios de podcast
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Top podcast episodes featuring jacqueline martinez.
Financial Auction vs Cultural Conviction
In this episode of the Buyers Boardroom, Allen Darby and Jacqueline Martinez delve into the traditional methods of sell-side advising in the wealth management space. Discover why they believe traditional financial auctions fall short in considering cultural fit and post-acquisition success. Instea…
Demystifying the Independence Conundrum – with Dean Barber of Modern Wealth Management
In this episode of the Buyer’s Boardroom, Allen Darby and Jacqueline Martinez explore one of the biggest concerns for sellers: the fear of losing independence. Here, they break down the myths and realities surrounding autonomy when transitioning into a new partnership. Dean Barber of Modern Wealth …
The 1099 Dilemma – with Nate Lenz of Concurrent.
In this episode of the Buyer’s Boardroom, Allen Darby and Jacqueline Martinez explore one of the more challenging operational dilemmas for sellers: how to deal with 1099 advisors. Here, they break down the myths and realities around the impact of 1099 advisors on firm’s value and provide strategies…
Internal vs. External Succession Options, with Special Guest David Wahlen of Captrust
In this episode of The Buyer's Boardroom, hosts Jacqueline Martinez and Allen Darby delve into the nuances of internal versus external succession planning for financial advisory firms. They explore key considerations, including valuation differences, the role of equity participation, and distinguis…
Valuations, and How to Maximize Yours with Special Guest Brooks Hamner from Mercer Capital
This podcast episode dives deep into the complexities of RIA valuations, going beyond the simple "multiple of AUM" myth. Hosts Allen Darby and Jacqueline Martinez discuss the real drivers of valuation, including revenue mix (recurring vs. non-recurring), operating expenses, and owner's compensation…
Introducing the Alaris "Lens"
In this episode join Allen Darby and Jacqueline Martinez as they introduce the Alaris "Lens" product. Lens is a first of its kind platform for RIA's to explore M&A, learn through though leadership articles, podcasts, etc, and explore the largest buyer dataset ever put together in one place for M&A …
10 Things That Make Your Baby Ugly with Jason Gordo from Modern Wealth Management
In this thought-provoking episode of The Buyer's Boardroom, Allen Darby and Jacqueline Martinez discuss "10 Things That Make Your Baby Ugly" – insightful factors that can make your RIA less attractive to potential buyers. They delve into common operational, financial, and client-related issues that…
The Big Reveal: When to Tell Your Team?
For RIA principals navigating a merger or acquisition, one of the most challenging decisions is determining the right moment—and method—to share the news with their team. In this crucial episode of The Buyer's Boardroom, hosts Allen Darby and Jacqueline Martinez tackle this sensitive topic, drawing…
Jacqueline Martinez “The Velvet Hammer”: Her Journey Through M&A (Ep. 26)
In this episode of PRess Play: The StreetCred Podcast, hosts Elena Krasnow and Jimmy Moock sit down with Jacqueline Martinez, managing partner at Alaris Acquisitions. Jacqueline shares her journey into M&A, her experience working at United Capital during its landmark sale to Goldman Sachs and her p…
Finding the Perfect Partner: Culture and Data in M&A with Jacqueline Martinez
Episode 117: This week, Kyle Van Pelt talks with Jacqueline Martinez, Managing Partner at Alaris Acquisitions. Previously part of United Capital's M&A team, Jacqueline contributed to $10.5B in acquisitions before the firm's 2019 sale to Goldman Sachs. Now at Alaris, she and her team have closed mor…
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