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‘It starts with culture’: Lightning Round with Bronfman’s COO Michael LaMena

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Bronfman Rothschild has recently flexed its muscles as a major buyer of RIAs. What can other buyers learn from the firm?

Bronfman’s COO Michael LaMena, speaking on the sidelines of the 2018 TD Ameritrade National LINC conference, says there’s a common mistake both buyers and sellers make when approaching prospective deals: They underestimate the importance of cultural fit in the transaction.