AM&AA M&A Access Interview with Kevin Roth

The fourth installation of AM&AA M&A Access with Kevin Roth, AM&AA member and Managing Director at Tanglewood Legacy Advisors being interviewed by The Five Star Institutes Director of Marketing, Jordan Wendelken, at the AM&AA 2022 Summer Conference. In this interview we will highlight how Kevin and Tanglewood Legacy Advisors help family-owned business get ready for transitions in middle market deals.

AM&AA Summer Conference carefully cultivates a well-balanced gathering of attendees—investment bankers/intermediaries, corporate M&A executives, brokers/dealers, private equity investors, CPAs, attorneys, business valuators, assets managers, and financial advisors—all focused on deals and deal flow. The Summer Conference is more than an excellent opportunity for networking and deal-making. It is also an easy and meaningful way to meet your CPE requirements.

The 2022 Summer Conference takes place at The Adolphus Hotel in beautiful Downtown Dallas. Since opening in 1912, The Adolphus has served as a Dallas icon and an integral part of the city’s history and culture.

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0:00 Beginning
0:14 Introduction
0:25 Kevin and Tanglewood Legacy Advisors
14:36 End