Added on August 2017 in M&A Issues
0 visitor like this article | Viewed 3613 times | 0 comment
Summary: Private equity has discovered the financial advice industry, which can represent a whole new set of opportunities — and challenges — for advisory firms.
Added on August 2017 in M&A Issues
0 visitor like this article | Viewed 3744 times | 0 comment
Summary: The opportunity to take over a book of business is something sought after by virtually every advisor, and most would assume that every such opportunity should be pursued vigilantly. But are there times when advisors should walk away, as tempting as it may be on the surface to add assets—whether they are acquired, inherited from a senior partner, or as a result of strategic alliances.
Added on July 2017 in M&A Issues
0 visitor like this article | Viewed 3819 times | 0 comment
Summary: [Slide Show] Demand for RIA firms is high, and supply is limited. As a result, some advisers considering retirement are holding off while the value of their business continues to rise.
Added on July 2017 in M&A Issues
0 visitor like this article | Viewed 3626 times | 0 comment
Summary: RIAs with less than $250 million in AUM remain highly prized in the red-hot M&A market. Mercer’s most recent transaction underscores the desirability of smaller RIAs.
Added on June 2017 in M&A Issues
0 visitor like this article | Viewed 3575 times | 0 comment
Summary: Consolidation among smaller and mid-sized firms has become a fact of life in our industry, and acquisitions are a staple of media coverage. What has received less attention has been the number of transactions in which the smaller firm seeks out a deal specifically to get out of the broker-dealer business and become an independent branch of the acquiring firm.
