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Advisor Deal Activity Could Drop 20% This Year: Echelon

Added on July 2020 in M&A Issues
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Summary: In the second quarter, the number of RIA mergers and acquisitions fell 20% from the prior period, hitting 35 total, says Echelon Parnters. This weakness and other factors also could bring the total tally of deals in 2020 down 20% from 2019. 

COVID-19 tamps down pace of RIA consolidation

Added on July 2020 in M&A Issues
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Summary: The economic fallout from COVID-19 poured cold water on an otherwise white-hot market for merger and acquisition activity in the wealth management space.

 

My Story: Cleveland Solo Looking to Add Advisors

Added on June 2020 in M&A Issues
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Summary: We employ a well known strategy to which we are totally committed because it works!  As close to a sure thing as you're going to get in investing. Must be able to share the total commitment and be willing and able to share our special process with the world.  Mostly a retail product able to attract billions of $$ in assets, and I can prove it. beating our benchmark for 11 years - needs distribution.

 

 

RIA Valuations, Financing Options Remain Strong: Echelon

Added on April 2020 in M&A Issues
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Summary: RIA valuations and the amount of available debt financing for M&A transactions continue to be strong despite the economic crisis that has been brought on by the COVID-19 pandemic, according to Echelon Partners, a firm that consults on mergers and acquisitions in the advisory industry.

Former UBS Financial Advisor looking to join existing RIA as a possible successor

Added on April 2020 in M&A Issues
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Summary: Former UBS Financial Advisor looking to join existing RIA as a possible successor. Quick hits: Georgetown grad, former Credit Suisse institutional salesperson, led VC backed fintech startup in retirement income space. 31 years old. Strong network/ties to the community. NYC/CT based, but open to relocation.

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