DeVoe M&A+ Succession Summit

Our inaugural event in Miami was a success! And we are planning another.  Here is an overview of what you missed.

Accelerate Your Success. Come join us to learn from most experienced M&A and Succession Planning experts in the industry. The DeVoe M&A+ Succession Summit is a great opportunity to learn about the fundamentals of transition planning and take your plan to the next level.

Topics includeD:

  • Major Trends and How They Will Impact You
  • A Panel of Seasoned Acquirers, Including Mercer and CAPTRUST
  • Valuation and Deal Structure in Today’s Market
  • Leveraging Financing to Optimize a Transaction
  • A Discussion with the Founders and Their Successors: Investment Solutions and Capital Management
  • One-on-One Meetings with Experts


  • Elliot Weissbluth - CEO of HighTower Advisors
  • David Barton – Vice Chairman of Mercer Advisors
  • Rush Benton – Strategic Director of CAPTRUST
  • Bent Brodeski – CEO, Savant Capital Management
  • John TurnerSenior Loan Officer, Live Oak Bank
  • Frank Armstrong – CEO/Founder, Investor Solutions
  • Richard Feldman – Managing Partner, Investor Solutions
  • Jack Firestone – President, Firestone Capital Management
  • Carlos Carbonell – Principal, Firestone Capital Management
  • Vic Esclamado - Managing Director of DeVoe & Company
  • Francine Miltenberger –  Managing Director of DeVoe & Company
  • David DeVoe – Managing Partner of DeVoe & Company

DeVoe M&A+ Succession Summit appreciates the support of our sponsors and speakers.