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RIA M&A: Cash Deal Now or Opportunity Later?

From Wealth Management
Added on July 2020 in M&A Issues
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Summary: After the year we’ve had so far, not many of us would say no to some more stability in our lives. That counts double for the RIA industry. A graying workforce weighs its options for exit plans, and the pressure to compete makes inorganic growth an attractive prospect. After spending hours combing through the terms of dozens of M&A transactions for our annual RIA Deal Room Report, I realized buyers and sellers last year showed a greater hunger than ever for the perceived safety of cash deals.

10 Steps to Buying a Practice in the Pandemic

From ThinkAdvisor
Added on July 2020 in M&A Issues
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Summary: The coronavirus crash likely means many advisors nearing retirement will dash to the nearest exit. Let’s face it: It’s tough to be a financial advisor when the markets are savaging client portfolios.

Advisor Deal Activity Could Drop 20% This Year: Echelon

From ThinkAdvisor
Added on July 2020 in M&A Issues
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Summary: In the second quarter, the number of RIA mergers and acquisitions fell 20% from the prior period, hitting 35 total, says Echelon Parnters. This weakness and other factors also could bring the total tally of deals in 2020 down 20% from 2019. 

COVID-19 tamps down pace of RIA consolidation

From InvestmentNews
Added on July 2020 in M&A Issues
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Summary: The economic fallout from COVID-19 poured cold water on an otherwise white-hot market for merger and acquisition activity in the wealth management space.

 

My Story: Cleveland Solo Looking to Add Advisors

From RIA Match
Added on June 2020 in M&A Issues
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Summary: We employ a well known strategy to which we are totally committed because it works!  As close to a sure thing as you're going to get in investing. Must be able to share the total commitment and be willing and able to share our special process with the world.  Mostly a retail product able to attract billions of $$ in assets, and I can prove it. beating our benchmark for 11 years - needs distribution.

 

 

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