From Financial Planning
Added on January 2015 in M&A Issues
1 visitor like this article | Viewed 5142 times | 0 comment
Summary: Propelled by breakaway brokers, interest from banks and wealth management success, the growth forecast for advisory firms this year is robust, according to one of the industry's leading investment bankers.
From Financial Advisor Magazine
Added on January 2015 in M&A Issues
1 visitor like this article | Viewed 5368 times | 0 comment
Summary: While mergers and acquisitions represent an efficient way for firms to achieve growth, finding a ready partner in 2015 will be challenging. Activity in the M&A market heated up in 2014, with no signs of slowing down over the next 12 months.
From Financial Planning
Added on January 2015 in M&A Issues
2 visitors like this article | Viewed 5029 times | 0 comment
Summary: Savant Capital Management didn't just buy an accounting firm -- the $4 billion RIA also bought a hedge against future revenue risk, says CEO Brent Brodeski.
From New York Times
Added on January 2015 in M&A Issues
1 visitor like this article | Viewed 5871 times | 0 comment
Summary: The year was one of the best for mergers and acquisitions since the passing of the financial crisis. Some 40,298 transactions — worth nearly $3.5 trillion — were announced worldwide in 2014, according to Thomson Reuters, fulfilling the hopes of an industry that has bet on such a resurgence for some time. It was the biggest year in deals since 2007.
From Financial Planning
Added on January 2015 in M&A Issues
1 visitor like this article | Viewed 5451 times | 0 comment
Summary: Mariner Wealth Advisors made a big splash in a tight M&A market, taking a majority interest in Vantage Investment Advisors, a $1 billion RIA based in State College, Pa.
