Jessica Polito’s Insights On The Top Wealth Management M&A Trends Of 2023

Chris Latham, Managing Editor, Wealth Solutions Report

Jessica Polito, Founder And Principal At Turkey Hill Management, Discusses The Future Of M&A For Advisors And Their Firms

I recently sat down with Jessica Polito, Founder and Principal at Turkey Hill Management, a Westport, Connecticut-based M&A consultancy, to get her views on the future of dealmaking for advisors and their firms.

Her insights in this Q&A video cover the need for buyers to differentiate themselves in ways that go beyond writing a big check for sellers, and why private equity backers should focus on supporting firms in their portfolio instead of just taking them over.

Chris Latham, Managing Editor at Wealth Solutions Report, can be reached at

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