From Financial Advisor IQ
Added on April 2022 in M&A Issues
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Summary: Registered investment advisor firms that want to sell are going to have to work harder to make themselves stand out, according to a recent report.
From Barron's
Added on March 2022 in M&A Issues
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Summary: As M&A remains hot for RIAs, some advisors may be experiencing FOMO. But before you act on the urge to sell, here are three important considerations.
From CityWire
Added on March 2022 in M&A Issues
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Summary: RIAs today might see private equity as a bottomless reservoir of cash, but PE funds weren’t always so eager to dish money out to fiduciary wealth managers.
From Barron's
Added on March 2022 in M&A Issues
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Summary: It’s not surprising, given that RIA merger and acquisition activity had another record-breaking year last year, with 242 transactions, according to DeVoe & Company, a provider of consulting, M&A, and valuation services to wealth management firms. That’s up 52% from 2020, when 159 transactions were completed, DeVoe data show.
From Wealth Management
Added on March 2022 in M&A Issues
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Summary: For buyers and sellers, highlighting the talent up and down the organization is a powerful way to stand out among competitors.
