Added on January 2018 in M&A Issues
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Summary: In our recent webinar, ‘M&A Success Drivers: How to Align Firm Culture and Integration’ we were privileged to have Beverly Flaxington, co-founder of The Collaborative, to share her insights and process on how to identify a strong culture fit and then integrate two firms.
Added on January 2018 in M&A Issues
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Summary: Wealth managers interested in selling their firms should not believe the hype about a strong seller’s market, says Dan Seivert, CEO of Echelon Partners, a leading investment banking firm for the industry.
Added on January 2018 in M&A Issues
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Summary: In one of the earliest deals of 2018, two RIAs have merged their complementary traditional and social media capabilities to form a new firm with nearly $3 billion in assets under management.
Added on January 2018 in M&A Issues
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Summary: Chicago-based Segall Bryant & Hamill, a registered investment advisory with $12.4 billion in assets under management, plans to acquire Denver Investments, a Denver-based RIA with $7.3 billion in assets. The merger provides Denver Investments with greater scale and improved operational efficiencies, while it expands SBH’s wealth management footprint in the Colorado area.
Added on January 2018 in M&A Issues
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Summary: Last month, at the MarketCounsel Summit in Miami, during a panel discussion about advisory-firm valuations, Rich Gill of Wealth Partners Capital Group cited what might be 2018's most bankable theme in the financial advice space.
