From ThinkAdvisor
Added on April 2020 in M&A Issues
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Summary: RIA valuations and the amount of available debt financing for M&A transactions continue to be strong despite the economic crisis that has been brought on by the COVID-19 pandemic, according to Echelon Partners, a firm that consults on mergers and acquisitions in the advisory industry.
From RIA Match
Added on April 2020 in M&A Issues
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Summary: Former UBS Financial Advisor looking to join existing RIA as a possible successor. Quick hits: Georgetown grad, former Credit Suisse institutional salesperson, led VC backed fintech startup in retirement income space. 31 years old. Strong network/ties to the community. NYC/CT based, but open to relocation.
From wealthmanagement.com
Added on April 2020 in M&A Issues
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Summary: The coronavirus may have moved many principals of registered investment advisor firms from their brick-and-mortar offices to work remotely, but that hasn’t slowed the appetite for M&A among some.
From InvestmentNews
Added on March 2020 in M&A Issues
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Summary: The end of the bull market for stocks could alter the dynamics of consolidation among registered investment advisers, potentially putting buyers in the driver’s seat.
From RIA Match
Added on February 2020 in M&A Issues
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Summary: Let your match know you like their profile with an Indication of Interest (IOI). The IOI button is in the toolbox in your match’s profile. IOIs are free for all subscribers! Begin communicating with your matches.
