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ACE Academy 2023

Speaker & Session Information

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Mergers and Acquisitions Market Trends: Planning for a Transition

Jessica Mellos

Presented by
Jessica Mellos

Director, Mergers & Acquisitions Consulting - Practice Management, Commonwealth Financial Network


Session date and time 
May 2, 2023
1:00 - 1:25 p.m.     

If you’re thinking about expanding your practice or transitioning your business, you may be considering your mergers and acquisitions (M&A) options. In an ever-evolving financial services landscape, it’s important to understand today’s market trends so that you’re favorably positioned in any transaction. This session will discuss the current financial services market trends you should keep in mind as you think about the next steps in your M&A journey.
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ACE Academy 2023
April 30-May 3, 2023
San Diego, CA 


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Speaker Bio

Jessica Mellos
Director, Mergers & Acquisitions Consulting - Practice Management, Commonwealth Financial Network


Jessica Mellos joined Commonwealth in February 2022 as a director of Mergers & Acquisitions (M&A) consulting and services. In this role, Mellos supervises, strengthens and organizes M&A support for financial advisors. She manages liquidity offerings for advisors approaching succession, with a focus on continuously streamlining, enhancing and promoting the M&A program. She conducts M&A consulting engagements for complex, sensitive and escalated cases, and guides buyers and sellers through the end-to-end acquisition process. This includes matchmaking, due diligence, valuation, deal terms, contracts, legal and tax outsourcing needs and client transition. Before joining Commonwealth, Mellos worked in M&A solutions for LPL Financial. She attended Sonoma State University and has earned her FINRA Series 7 securities registration.

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