From RIAIntel
0 visitor like this article | Viewed 1761 times | 0 comment
Summary: Over the last four years, Hightower has completed more than 45 deals and built a team soley focused on acquisitions, including calling and researching RIAs. Oros said the firm evaluates succession plans as part of every transaction. A lack of succession planning has even killed a couple of the company’s potential deals.
From Wealth Management
Added on May 2023 in M&A Issues
0 visitor like this article | Viewed 1542 times | 0 comment
Summary: Rajini Kodialam, Focus Financial's co-founder and chief operating officer, discusses the M&A opportunities that exist today for RIAs.
From InvestmentNews
0 visitor like this article | Viewed 1626 times | 0 comment
Subject: Back in 2020, at the height of the pandemic, my long-time business partner and I sold our Houston-based registered investment advisor, with $450 million in assets under management, to a national integrator for a combination of cash, equity, and the fact that we were able to bring virtually all our employees along with us to the acquiring firm.
From Wealth Management
0 visitor like this article | Viewed 1559 times | 0 comment
Subject: Reframe professional development review meetings to put the onus on the employee to hold themselves accountable.
From Wealth Management
Added on April 2023 in M&A Issues
0 visitor like this article | Viewed 1899 times | 0 comment
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.
