Summary: Anyone working in the advisory space hears a lot about mergers and acquisitions, or M&As, these days. Pointing to an aging advisor population, emerging competition from automated online platforms, so-called robos and cumbersome regulation—commentators are predicting a continued surge in mergers among advisors. So far, the data does seem to bear out this trend, as savvy advisors looking to expand their business are finding firm managers ready to exit the business.
 Advisors in a position to buy another firm should take extra care with both the financial and interpersonal elements of a deal, being methodical and thoughtful from the very first expression of interest through the actual closing and beyond. This purposeful approach will allow buyers to ensure they make the right move.”Matt Matrisian, Senior Vice President, Strategic Initiatives, AssetMark, Inc. |
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