From The Collaborative
Added on October 2017 in M&A Issues
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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
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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..
From InvestmentNews
Added on October 2017 in M&A Issues
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Summary: Private equity investors have their eyes on the financial advice market, but there's a debate brewing among industry executives over the merits of using that private capital.
From Financial Planning
Added on October 2017 in M&A Issues
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Summary: As M&A deals for advisory firms continue to increase in volume and size, 2017 is shaping up to shatter previous records, according to Echelon Partner’s 3rd Quarter Deal Report.
From WealthManagement.com
Added on October 2017 in M&A Issues
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Summary: Take a quick look at the financial headlines on any given day. It’s hard not to get the impression that large, multinational companies are the engines that makes the U.S. economy go. It’s easy to understand why. After all, the likes of Apple, Amazon and Microsoft generate billions in revenue and are common holdings for investors, so it’s only natural that the media would shower firms such as these with outsized attention.
