Try one month free with this coupon: ria_match_promo

Home > 
Knowledge and Insight
« 3 4 5 6 7 »

All Articles


4 keys to preparing your firm for a transaction

Added on December 2022 in M&A Issues
0 visitor like this article | Viewed 461 times | 0 comment

Summary: Even if you have no plans to sell, taking these steps will mean you're running a better business.

Selling Your Firm? Here's What M&A Suitors Want

Added on December 2022 in M&A Issues
0 visitor like this article | Viewed 481 times | 0 comment

Summary: With the market for mergers and acquisitions drying up, registered investment advisors seeking to sell their practice should spend time shining it up first, industry executives say.

 

Fostering Innovation and Change

Added on November 2022 in Thought Leadership
0 visitor like this article | Viewed 628 times | 0 comment

Summary: My favorite thing about teaching amazing young students who are eager to learn is that every chance I have to share something, I get something in return. It’s truly a gift to me.To foster change, innovation and open-minded attitudes, consider the following.

Three Active RIA Acquirers on What It Costs to Create a 'Profitable' Deal

Added on November 2022 in M&A Issues
0 visitor like this article | Viewed 300 times | 0 comment

Summary: It’s important for a registered investment advisor to hire the right lawyer when selling their firm—but there are little more than a handful in the U.S. who have the specialization. An investment banker may not be necessary to succeed in a transaction—but it’s increasingly far better to have one. And don’t forget to reward support staff through the post-sale integration process—they are, after all, doing all the heavy lifting.

RIA Edge Podcast: Raj Bhattacharyya: The State of Play in RIA M&A

Added on November 2022 in M&A Issues
0 visitor like this article | Viewed 453 times | 0 comment

Summary: Robertson Stephens', CEO Raj Bhattacharyya, discusses the latest trends in the M&A market and how an increase in deals within the past year might impact the future needs and wants of buyers,

« 3 4 5 6 7 »

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?