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RIAs, M&A and Why Brand Value Matters

Added on September 2019 in M&A Issues
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Summary: This shouldn’t take us by surprise: Deloitte’s survey early in the year found that 76% of U.S. M&A executives and 87% of M&A leaders at private equity firms expected the number of deals to increase in 2019. I’d call that a pretty solid consensus.

Don't just sell to the highest bidder

Added on September 2019 in M&A Issues
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Summary: Not a week goes by that I don't see an article about how advisory firm valuations are at all-time highs.

Write your "My Story" and be Featured!

Added on September 2019 in M&A Issues
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'My Story' is the perfect way to tell your firm’s value proposition. It appears at the top of your RIA Match Profile. We broadcast Featured “My Stories” to over 5,100 RIA Match subscribers. Best of all, ''My Story' is free to all subscribers! So, what are you waiting for? Write your ‘My Story’ today!
 

High Valuations Driving Advisors to Consider Selling

Added on September 2019 in M&A Issues
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Summary: Advisors are bullish on the industry’s prospects for continued M&A, although some challenges, such as a lack of confidence that the next generation can afford to buy them out, abound, according to a recent DeVoe & Co. study. ​

My Story-Aug 29: Fiduciary Focused Firm Looking to Acquire

Added on August 2019 in M&A Issues
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Summary: ​We have grown steadily through organic growth, but are looking to accelerate our growth by adding additional advisors, purchasing a book of business or expansion into existing or new markets through acquisition of entire firms.  Our firm has a very service and value added focus and we use individual stocks and bonds to work with each client to meet their specific needs.  Always a fiduciary.

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