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Harris Baltch

Head of M&A and Capital Strategies, Dynasty Financial Partners

Harris Baltch is Head of M&A and Capital Strategies for Dynasty Financial Partners.

Harris’s Recent activity

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Inside the Deal M&A Podcast Part 4: Integration
Jun 10, 2021
Harris Baltch and Jack Petersen, co-founder and managing partner of Summit Trail Advisors, delve into integration best practices, common pitfalls that buyers should be aware of to be successful on their next deal and...
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Inside the Deal M&A Podcast Part 3: Closing
May 25, 2021
Harris Baltch, Dynasty Head of M&A and Capital Strategies, is joined by Marty Bicknell, CEO of Mariner Wealth Advisors, to discuss how to negotiate and close RIA M&A successfully. Join the two as they delve into how...
Inside The Deal Podcast Harris Baltch Liz Nesvold
Inside the Deal M&A Podcast Part 2: Execution
May 13, 2021
Zero in on RIA deal execution behind closed doors and learn best practices for RIAs contemplating a sale. Harris Baltch, Dynasty's Head of M&A and Capital Strategies, is joined by Liz Nesvold, Managing Director and...
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Inside the Deal M&A Podcast Part 1: Deal Readiness
Apr 29, 2021
How do RIAs know if they are M&A ready? How are deals sourced? Dynasty's Harris Baltch is joined by Mark Tibergien, former CEO of Pershing Advisor Solutions, and Brad Armstrong, partner at Lovell Minnick Partners, to...
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Questions From New RIA Owners About M&A: Part 2
Mar 15, 2021
Firms with similar business, client-care and investment philosophies are usually more amenable to negotiation and constructive compromise than firms with widely different views on these priorities.
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Questions From New RIA Owners About M&A: Part 1
Mar 08, 2021
It’s advisable to keep a pragmatic and open mind to help avoid suppositions—particularly around valuation—that may impair your ability to effectively prepare for and execute an eventual sale.