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Summary: In what many say is a seller’s market for RIAs, how does a buyer stand out and land the deal when other bidders are involved? It comes down to understanding the unique sensitivities of the seller and a little bit of a personal touch, according to a panel of experts at the ECHELON Partners' Deals & Deal Makers Summit in New York on Wednesday.
 Buyers need to show interest in more than just the price of the deal by being sympathetic to possible caveats such as certain employees being retained or the seller's name staying on the company. Take them to dinner or invite them to your home, this is rare in the world of mergers and acquisitions.”Ted Cohen, a senior partner, Spolin Cohen Mainzer |
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