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Opportunities for Enabling Technology in Investment Banking

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Manage episode 334197398 series 3370842
Content provided by Federico Baradello. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Federico Baradello or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Michael Lamm is Co-Founder and Managing Partner at Corporate Advisory Solutions, a merchant bank with offices in Philadelphia and Chevy Chase, Maryland. Prior to launching the firm seven years ago, Michael was a Director at the Kaulkin Ginsberg Company and also co-Founded the U.S.-Israel Business Exchange. We sat down to discuss his journey into M&A, important lessons he’s learned along the way, opportunities to tech-enable more of the ibanking business, and trends he’s tracking this year. About Corporate Advisory Solutions: Founded in 2013 by Michael Lamm and Mark Russell with offices in Philadelphia and Chevy Chase, Maryland, CAS provides M&A, compliance, valuation and strategic advisory services to the outsourced business services arena. Websites: https://corpadvisorysolutions.com/, https://www.finalis.com
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30 episodes

Artwork
iconShare
 
Manage episode 334197398 series 3370842
Content provided by Federico Baradello. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Federico Baradello or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Michael Lamm is Co-Founder and Managing Partner at Corporate Advisory Solutions, a merchant bank with offices in Philadelphia and Chevy Chase, Maryland. Prior to launching the firm seven years ago, Michael was a Director at the Kaulkin Ginsberg Company and also co-Founded the U.S.-Israel Business Exchange. We sat down to discuss his journey into M&A, important lessons he’s learned along the way, opportunities to tech-enable more of the ibanking business, and trends he’s tracking this year. About Corporate Advisory Solutions: Founded in 2013 by Michael Lamm and Mark Russell with offices in Philadelphia and Chevy Chase, Maryland, CAS provides M&A, compliance, valuation and strategic advisory services to the outsourced business services arena. Websites: https://corpadvisorysolutions.com/, https://www.finalis.com
  continue reading

30 episodes

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