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My Story: Cleveland Solo Looking to Add Advisors

Added on June 2020 in M&A Issues
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Summary: We employ a well known strategy to which we are totally committed because it works!  As close to a sure thing as you're going to get in investing. Must be able to share the total commitment and be willing and able to share our special process with the world.  Mostly a retail product able to attract billions of $$ in assets, and I can prove it. beating our benchmark for 11 years - needs distribution.

 

 

RIA Valuations, Financing Options Remain Strong: Echelon

Added on April 2020 in M&A Issues
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Summary: RIA valuations and the amount of available debt financing for M&A transactions continue to be strong despite the economic crisis that has been brought on by the COVID-19 pandemic, according to Echelon Partners, a firm that consults on mergers and acquisitions in the advisory industry.

Former UBS Financial Advisor looking to join existing RIA as a possible successor

Added on April 2020 in M&A Issues
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Summary: Former UBS Financial Advisor looking to join existing RIA as a possible successor. Quick hits: Georgetown grad, former Credit Suisse institutional salesperson, led VC backed fintech startup in retirement income space. 31 years old. Strong network/ties to the community. NYC/CT based, but open to relocation.

M&A Loan Requests Spike

Added on April 2020 in M&A Issues
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Summary: The coronavirus may have moved many principals of registered investment advisor firms from their brick-and-mortar offices to work remotely, but that hasn’t slowed the appetite for M&A among some.

Market slide puts RIA buyers in the driver's seat

Added on March 2020 in M&A Issues
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Summary: The end of the bull market for stocks could alter the dynamics of consolidation among registered investment advisers, potentially putting buyers in the driver’s seat.

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