Liz Nesvold has been advising financial services companies on M&A, valuation and strategic advisory work for 25+ years. She has completed more than 250 transactions for a variety of clients including wealth advisors, traditional and alternative managers, trust companies and banks, multi-family offices, TAMPs, OCIOs, independent broker dealers, investment consultants and the like. Liz founded Silver Lane Advisors, a top-ranked boutique M&A advisor in 2007, and she joined Raymond James in 2019 as part of the acquisition of her company.
In 2021, Liz was honored with the prestigious M&A Advisor Leadership Award for her significant contributions to the industry, and she was inducted into The M&A Advisor Hall of Fame. She was also a “Women to Watch” honoree by InvestmentNews magazine for her leadership in the financial advisory industry in 2019.
A frequent speaker at numerous industry conferences and seminars, she co-authored The Art of M&A Valuation, published by McGraw-Hill and has authored several articles, including “Who’ll Be Left Standing” and “How to Make Money in Wealth Management,” Trust & Estates, and “How to Sell the Family Business (Without Losing Your Sanity)” for Private Wealth Management.
Liz is a member of Young Presidents’ Organization, CHIEF and 100 Women in Finance. She earned a BA from Binghamton University and an MBA in Finance (with High Honors) from Fordham University’s Gabelli School of Business.
Investment News Women to Watch submissions were accepted and reviewed based on the following criteria: demonstration of success and leadership, power to effect change, willingness to share expertise and community service. Several hundred nominations of registered investment advisers, registered representatives, financial planners, brokers, insurance agents, certified public accounts, bank trust officers, firm executives and those working for industry organizations were nominated by their firms and the top 20 selected by the Investment News staff. The ranking may not be representative of any one client’s experience, is not indicative of an advisor’s future performance and is not based in any way on the individual’s abilities in regards to providing advice or management. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this award/rating. Investment News is not affiliated with Raymond James.
The views expressed in The Art of the M&A Valuation are the views of the authors and do not necessarily reflect the views of Raymond James.