For RIA owners, debt doesn’t have to be a burden—it can be a powerful tool for building enterprise value.
At MarshBerry’s Ascend Summit, Rob Madore, MarshBerry Director, sat down with Adam Farag of Oak Street Funding to discuss how leading wealth management firms are using debt strategically to accelerate growth while maintaining control.
In this conversation, they explore how RIAs can use leverage beyond traditional mergers and acquisitions, including funding internal succession, creating pathways for the next generation to buy equity, retaining key talent, and providing liquidity to founders through dividend recapitalizations.
If you’re thinking about how to grow your firm, strengthen your ownership strategy, or unlock liquidity without immediately turning to outside equity, this conversation offers several ideas worth considering.
