Added on May 2026 in M&A Issues
1 visitor like this article | Viewed 293 times | 0 comment
Summary: Of the hundreds of advisor transitions I've seen play out over four decades, the ones that win are almost never the highest bidders; they're the ones that the seller already trusted.
Added on April 2026 in M&A Issues
0 visitor like this article | Viewed 334 times | 0 comment
Summary: Registered investment advisor buyers and consultants gave slow-growth firms looking to sell hope of landing strong valuations during panels at RIA Edge Nashville this week.
Added on April 2026 in M&A Issues
0 visitor like this article | Viewed 1 time | 0 comment
Summary: Until recently, principal advisors selling their firms were happy to include anticipated future market returns when modelling revenue-based earn-outs.
Added on March 2026 in M&A Issues
0 visitor like this article | Viewed 510 times | 0 comment
Summary: Independent RIAs have become the fastest-growing advisor channel as consolidators, equity incentives, and tax-efficient deal structures reshape recruiting – and expose growing tensions around career paths, ownership, and scale.
Added on October 2025 in M&A Issues
0 visitor like this article | Viewed 2605 times | 0 comment
Summary: RIA merger and acquisition activity has reached unprecedented heights in 2025, with the third quarter closing at 94 transactions – the highest quarterly total ever recorded, according to the latest DeVoe & Company RIA Deal Book.
