Successful firms aren’t built by accident—they’re built with intention.
At MarshBerry’s Ascend Summit, Rob Madore, MarshBerry Director, sat down with Mark DeLotto, Simon Quick Advisors’ Partner & Corporate Development Officer, to discuss how the firm grew from fewer than 10 employees to more than $10 billion in assets while remaining independently owned.
Their conversation explores the decisions that made the difference: creating a clear succession strategy, expanding equity ownership across the organization, defining an ideal client profile, building a firm-wide growth culture, and pursuing acquisitions that align with long-term goals—not short-term capital events.
Watch the full conversation to learn how intentional leadership, ownership, and growth planning can help build a stronger, multi-generational advisory firm prepared for the future.
