From InvestmentNews
Added on November 2017 in M&A Issues
0 visitor like this article | Viewed 3609 times | 0 comment
Summary: Financial advisers looking to catch a ride on the consolidation wave by putting their firm up for sale should be open to the reality that valuations are often more art than science.
From IRIS
Added on November 2017 in M&A Issues
0 visitor like this article | Viewed 3591 times | 0 comment
Summary: Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy.
From IRIS
Added on October 2017 in M&A Issues
0 visitor like this article | Viewed 3948 times | 0 comment
Summary: Mergers and acquisitions are tough – that’s why so many fail; not because on paper they were not a sound business move, but because little or no attention was paid to the people involved in the M&A.
From The Collaborative
Added on October 2017 in M&A Issues
0 visitor like this article | Viewed 3733 times | 0 comment
Summary: If you are in the business of dispensing financial advice and/or managing wealth for high net worth individuals, you are likely familiar with the statistics showing that this is a greying industry.
From Financial Planning
Added on October 2017 in M&A Issues
0 visitor like this article | Viewed 3653 times | 0 comment
Summary: After sitting on the sidelines for nearly three years, Mariner, which has over $9 billion in AUM, plans to make seven to 10 acquisitions next year, targeting firms across the country with between $250 million and $1 billion in AUM, says Mariner CEO Marty Bicknell..
