How Next-Gen RIA Talent is Stoking the Fiery M&A Market

Summary: Don’t let the dazzling dollar signs and valuation multiples in today’s wealth management M&A market fool you. A great offer isn’t easy to come by. In my years of combing through transaction data and deal structures, I have discovered that the greatest rewards go to sellers who understand that it’s the people in their firms and the types of clients they serve that ultimately shape the answer to the question: “What makes your firm any different?”