Added on May 2023 in M&A Issues
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Summary: The wealth management space is set for more mergers and acquisitions thanks to strong pipelines reported by strategic acquirers, as private equity continues playing a major role, according to a recent report.
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Summary: Some may argue that it’s invasive to take an active interest in the emotional wellness of your staff. Still, the American Psychological Association (APA) found that 81% of workers in their 2022 Work and Well-being Survey are now looking for workplaces that support mental health and emotional stability.
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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.
Added on May 2023 in M&A Issues
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Summary: Rajini Kodialam, Focus Financial's co-founder and chief operating officer, discusses the M&A opportunities that exist today for RIAs.
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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.
