From wealthmanagement.com
Added on October 2014 in M&A Issues
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Summary: While outright acquisitions and deals get all the media attention, mergers are quietly transforming the industry. At the time you read this, thousands of advisors are negotiating the combination of their practices with others in order to create scale, leverage each other’s skills, gain resources, and tackle succession. Perhaps the fastest and best way to grow into a bigger firm is by merging with another business.
From wealthmanagement.com
Added on October 2014 in M&A Issues
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Summary: Like all too many marriages, advisor teams that often seemed inseparable wind up crumbling and falling apart for a variety of reasons. But often the reasons behind a breakup don’t become fully apparent until the partners explore a move to a new firm.
From Financial Advisor Magazine
Added on October 2014 in M&A Issues
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Summary: Synergy has been defined as a phenomenon where one plus one equals three. We agree. For years, we’ve been reading about how the financial advice business will experience a proliferation of mergers, acquisitions and consolidations.
From InvestmentNews
Added on October 2014 in M&A Issues
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Summary: The merger of two prominent Colorado advisory firms has earned them the top spot in wealth management in the state. The combination of Wood Investment Counsel of Denver and Obermeyer Asset Management of Aspen will manages $1.7 billion assets — beating out Weatherstone Capital Management of Denver, which oversees $1.2 billion in assets.
From Financial Planning
Added on October 2014 in M&A Issues
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Summary: Securing an equity stake in the fast-growing RIA market usually involves fierce competition among aggregators, private equity firms, banks and large financial service companies. A new contender, Aequitas Capital, is hoping to woo advisors with an unusual but potentially potent pitch: its expertise in alternative investments.
