Added on March 2016 in M&A Issues
1 visitor like this article | Viewed 4081 times | 0 comment
Summary: On the prowl for new avenues for growth, private equity firms are ramping up their pursuit of the RIA market.
Added on March 2016 in M&A Issues
1 visitor like this article | Viewed 4303 times | 0 comment
Summary: When making an acquisition, being able to articulate your ideal target is something you should carefully consider. For example, what kind of practice you want to have in the future, including your objectives for the types of clients you want to help, the services you want to offer, the optimal number of client relationships you can support, and the level of assets under management you want to achieve. This will help you target the existing practices you should seek to acquire to meet your goals.
Added on March 2016 in M&A Issues
1 visitor like this article | Viewed 4101 times | 0 comment
Summary: Transaction volume for mergers and acquisitions of independent advisory firms in 2015 reached a 10-year high of 84 deals, up 56% from 2014 and 127% from 2006, according to Charles Schwab Advisor Services Deal Data report.
Added on March 2016 in M&A Issues
1 visitor like this article | Viewed 4256 times | 0 comment
Summary: Registered investment advisory firms represented 40 percent of the buyers in the 84 M&A deals tracked by Schwab Advisor Services in 2015. That’s up significantly from 2012, when RIAs made up less than 25 percent of buyers, and down slightly from 41 percent in 2014.
Added on March 2016 in M&A Issues
1 visitor like this article | Viewed 4632 times | 0 comment
Summary: The robust pace of mergers and acquisitions in the advisor space is causing many advisors to look for more stable broker-dealers, eFinancialCareers writes. And advisors looking to move to smaller firms this year may want to think twice, according to the publication
