Added on June 2018 in M&A Issues
0 visitor like this article | Viewed 4438 times | 0 comment
Summary: Advisory firm owners who are considering selling their firm internally in a succession-plan transaction rather than to outside buyers might be taking a valuation hit, according to Daniel Seivert, chief executive of investment bank Echelon Partners.
Added on May 2018 in M&A Issues
0 visitor like this article | Viewed 4129 times | 0 comment
Summary: Learn how to uncover your own strengths and values, and how they impact your decision-making and communication with a certified coach. Then, measure the strength of your alignment with your matches using the compatibility assessment tool and explore the implications in a joint facilitated session.
Added on May 2018 in M&A Issues
0 visitor like this article | Viewed 4551 times | 0 comment
Summary: The move by Focus Financial Partners to raise $100 million through an initial public offering could be a cue to RIA owners that it may be time to sell.
Added on May 2018 in M&A Issues
0 visitor like this article | Viewed 4597 times | 0 comment
Summary: [Video] Advisory firms are growing and mergers and acquisitions are getting bigger. Finding the right partner is one thing, but finding someone that can be a cultural and strategic fit is even more difficult.
Added on May 2018 in M&A Issues
1 visitor like this article | Viewed 4650 times | 0 comment
Summary: With the RIA industry setting itself up for further consolidation based on the macro trends impacting the industry, the opportunity for peer-to-peer M&A activity is increasing dramatically. Multiple industry studies are anticipating record levels of deal-making in 2018, with volumes expected to increase dramatically in the years to come.
