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.
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Subject: Reframe professional development review meetings to put the onus on the employee to hold themselves accountable.
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.
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Summary: With an established career in government lobbying, advocacy and policy, Anna Bell Gall is typical of someone who registered for The Virtual Externship as part of a career change strategy.
