Added on October 2017 in M&A Issues
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Summary: Private equity investors have their eyes on the financial advice market, but there's a debate brewing among industry executives over the merits of using that private capital.
Added on October 2017 in M&A Issues
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Summary: As M&A deals for advisory firms continue to increase in volume and size, 2017 is shaping up to shatter previous records, according to Echelon Partner’s 3rd Quarter Deal Report.
Added on October 2017 in M&A Issues
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Summary: Take a quick look at the financial headlines on any given day. It’s hard not to get the impression that large, multinational companies are the engines that makes the U.S. economy go. It’s easy to understand why. After all, the likes of Apple, Amazon and Microsoft generate billions in revenue and are common holdings for investors, so it’s only natural that the media would shower firms such as these with outsized attention.
Added on October 2017 in M&A Issues
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Summary: It’s hard to believe that it’s been 5 years since we launched RIA Match. Our last blog focused on the importance of ‘Being Curious’ – a key trait we found among our most active and successful subscribers. In this blog, we focus on our own curiosity themes that we’ve seen between the buyer and seller relationship over the past 5 years and some key takeaways:
Added on October 2017 in M&A Issues
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Summary: As operational and technology consultants, we are contacted at least three times per month from larger RIAs saying, “A friend of mine just bought a $100 million practice – I want to do that too!” This is a common response from aspiring buyers as the industry is beginning to consolidate based on advisor demographics and the potential for literally trillions of dollars in AUM to be up for grabs is putting stars in everyone’s eyes.
