Added on March 2019 in M&A Issues
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Summary: Are you looking to add an experienced CFP? Someone who is as comfortable generating new business as creating plans in eMoney? I have 8+ years of solid RIA experience, an entrepreneurial spirit, and a growing client base on monthly retainer ready to bring with me. I started my RIA 3 years ago and I am looking to grow faster by merging into a larger firm seeking growth.
Added on March 2019 in M&A Issues
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Summary: There are more than 12,000 SEC-registered investment advisers in the United States trying to differentiate and grow their businesses across the competitive and fragmented RIA space — a veritable Wild West of firms at the forefront of change.
Added on March 2019 in M&A Issues
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Summary: The steady increase in merger and acquisition activity in the registered investment advisory space over the past six years might seem impressive to some, but for industry players like Ron Carson, the party is just getting started.
Added on March 2019 in M&A Issues
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Summary: Private equity-backed buyers of advisory firms have dominated the RIA headlines for the past two years. Aggressive dealmakers KKR and Stone Point Capital, which bought Focus Financial in 2017, exemplify the trend.
Added on February 2019 in M&A Issues
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Summary: Mergers and acquisitions in the financial advice space, particularly succession planning deals, include costs that buyers have come to accept as the nature of the beast. There is, of course, the purchase price, along with the interest rate.
