Added on April 2023 in M&A Issues
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Subject: The dynamics are shifting in the RIA M&A space, and recent events will likely spur a rise in small aggregators merging or selling to larger enterprises, argues NewEdge Advisors’ Alex Goss.
Added on February 2023 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.
Added on February 2023 in M&A Issues
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Summary: John Furey is the Founder and Managing Partner of Advisor Growth Strategies (AGS), the firm he launched in 2009 to help business owners advance their financial advisory firms. Since the inception of AGS, John has worked with over 300 firms representing $400+ billion in investable assets. AGS has been trusted to help with some of the most important strategic decisions in the lifecycle of advisory including structuring new entities, optimizing business performance, and transaction advisory (M&A).
Added on January 2023 in M&A Issues
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Summary: In the first week of the new year, active acquirers in the registered investment advisor space announced a spate of new transactions. Some got done last year, but others closed this week or are slated for this quarter. Not a comprehensive list, these deals may indicate the RIA M&A market will remain vigorous in 2023
Added on December 2022 in M&A Issues
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Summary: Even if you have no plans to sell, taking these steps will mean you're running a better business.
