Added on April 2026 in M&A Issues
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Summary: Until recently, principal advisors selling their firms were happy to include anticipated future market returns when modelling revenue-based earn-outs.
Added on April 2026 in M&A Issues
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Summary: Until recently, principal advisors selling their firms were happy to include anticipated future market returns when modelling revenue-based earn-outs.
Added on March 2026 in M&A Issues
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Summary: Independent RIAs have become the fastest-growing advisor channel as consolidators, equity incentives, and tax-efficient deal structures reshape recruiting – and expose growing tensions around career paths, ownership, and scale.
Added on October 2025 in M&A Issues
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Summary: RIA merger and acquisition activity has reached unprecedented heights in 2025, with the third quarter closing at 94 transactions – the highest quarterly total ever recorded, according to the latest DeVoe & Company RIA Deal Book.
Added on October 2025 in M&A Issues
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Summary: RIA mergers and acquisitions set a quarterly record with 94 transactions in the July-to-September period, surpassing the previous high of 81 in the 2024 fourth quarter, DeVoe & Co. reported Wednesday.
