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RIA M&A stumbles in the second quarter

Added on July 2023 in M&A Issues
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Summary: Merger and acquisition activity involving registered investment advisors saw a slight dip during the second quarter even as private equity investors continue to influence deal volume and valuations.

Avoiding Costly M&A Mistakes While Driving Inorganic Growth

Added on June 2023 in M&A Issues
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Summary: Greater waves of Americans needing professional financial guidance, combined with a rising shortage of financial advisors, create an unprecedented opportunity for independent wealth managers to grow their businesses—and in the process, create enduring value for their own families in the process.

M&A involving advisory firms must be about more than money

Added on June 2023 in M&A Issues
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Summary: Mergers and acquisitions aren't about aggregation, they're 'about integration,' says Brandon Kawal of Advisor Growth Strategies.

RIAs Must Achieve Organic Growth Before M&A Deals, Experts Say

Added on June 2023 in M&A Issues
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Summary: Before RIAs engage in merger and acquisition activity, they must have solid organic growth. This was the view of a three-member panel organized by New York-based public relations firm JConnelly to discuss growth strategies for financial advisory practices.

RIA Edge Panel: M&A Is Evolving but 'Here to Stay'

Added on June 2023 in M&A Issues
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Summary: While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week.

 
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