 They tend to be entrepreneurs and highly skilled at bringing in business,”I would do tuck-ins all day long if I could.”Peter Raimondi, Banyan Partners |
RIA Deal Makers' Shopping List: What They Want
Charles Paikert | Financial Planning, September 2015
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Summary: What are M&A deal makers on the hunt for advisory firms really looking for – and what kind of deals are they offering? Many of the industry’s top M&A executives attended the annual Deals and Deal Makers Summit, and Financial Planning sat down with three of them to get a report from the trenches.
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