From IRIS
Added on February 2018 in M&A Issues
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Summary: Inorganic growth is viewed as the quickest way to increase your revenue. You can grow your firm by buying another and perhaps less obviously, selling yours. In this blog, we consider the pros and cons of being a buyer.
From Financial Planning
Added on February 2018 in M&A Issues
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Summary: Whether for growth, succession, a need for scale or some combination of those reasons, the number of advisory firm mergers and acquisitions is quickly accelerating.
From IRIS
Added on January 2018 in M&A Issues
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Summary: Whether you’re an employee at one of the major firms, an independent advisor with a broker dealer or the principal of your own RIA, acquiring a book of business is likely a topic that has captured some of your mindshare.
From RIA Match
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.
From WealthManagement.com
Added on January 2018 in M&A Issues
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Summary: The registered investment advisory channel is “ripe” for consolidation, and a short list of firms capitalizing on the market environment have experienced tremendous growth in the last five years.
