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Three Active RIA Acquirers on What It Costs to Create a 'Profitable' Deal

Added on November 2022 in M&A Issues
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Summary: It’s important for a registered investment advisor to hire the right lawyer when selling their firm—but there are little more than a handful in the U.S. who have the specialization. An investment banker may not be necessary to succeed in a transaction—but it’s increasingly far better to have one. And don’t forget to reward support staff through the post-sale integration process—they are, after all, doing all the heavy lifting.

RIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A

Added on November 2022 in M&A Issues
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Summary: Robertson Stephens', CEO Raj Bhattacharyya, discusses the latest trends in the M&A market and how an increase in deals within the past year might impact the future needs and wants of buyers,

How RIA Culture Is Shifting, in 7 Charts

Added on September 2022 in M&A Issues
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Summary: The RIA industry looks different today than it did in 2019, before the onset of the pandemic. A new study from DeVoe & Co. finds that the long-term ramifications of COVID-19 on employees’ well-being, talent management and workplace culture are still unfolding. Recovery is taking place against a backdrop of global economic and market uncertainty.

Deals and Dealmakers: An M&A Deep Dive

Added on September 2022 in M&A Issues
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Summary; Echelon Partners’ 10th Deals and Dealmakers Summit, reprised at San Diego’s Intercontinental Hotel after two pandemic postponements, offered attendees a deep dive into mergers and acquisitions in wealth management with a curated group of respected colleagues, potential partners and industry leaders from adjacent professions boasting a range of relevant expertise.

How Smaller RIAs Can Compete in Today's Cutthroat M&A Game

Added on August 2022 in M&A Issues
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Summary: How can smaller RIAs compete against the deep-pocketed serial acquirers that dominate the brutally competitive mergers and acquisitions market?

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