This site is part of the Informa Connect Division of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC's registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 3099067.

RIA Edge Nashville
April 1 - 2, 2025
Four Seasons HotelNashville, TN

Kyle Miller
Managing Director, M&A at EP Wealth Advisors
Panelist

Profile

Kyle Miller had over 8 years of experience in Mergers & Acquisitions

when he joined EP Wealth Advisors in November of 2023.

Kyle was previously the Vice President of Mergers & Acquisitions at

Acrisure, an industry-leading insurance brokerage firm that averaged

100 acquisitions per year since 2015 — he had the opportunity to

lead over 160 of the transactions in his time there. Kyle is responsible

for sourcing, vetting, pricing and executing new partnerships for EP

Wealth Advisors.

Miller received his Bachelor of Science in Finance and

Entrepreneurship from Indiana University Kelley School of Business.

When he’s not putting deals together, Kyle enjoys spending time

with his wife, three daughters and his Bernese Mountain Dog named

Camper. He also enjoys traveling, skiing and cheering on the Detroit

Lions.



Agenda Sessions

  • The M&A Playbook: Making Smart, Selective Acquisitions

    11:35am