Added on January 2016 in M&A Issues
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Summary; Advisory teams with more than $500 million in assets – or “mega teams” – are best prepared to absorb and manage the clients of a retiring advisor, according to new research from global analytics firm Cerulli Associates.
Added on January 2016 in M&A Issues
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Summary: The merger and acquisition process can be daunting to someone who has no experience and isn't working with a broker. Over the years we have heard a number of horror stories and so we have compiled the following list of the top 10 mistakes in mergers and acquisitions.
Added on January 2016 in M&A Issues
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Summary: So-called advisor “mega teams” with more than $500 million in assets under management are in the best position to acquire a book of business from another advisor, according to analysis from Cerulli Associates, the Boston-based global analytics firm.
Added on December 2015 in M&A Issues
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Summary: RIA firms and consolidators—defined as an organization whose business model is predicated on making RIA acquisitions—have dominated M&A over the last couple years. But lately private equity firms and banks are again buying RIA firms.
Added on December 2015 in M&A Issues
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Summary: In today’s M&A-rich environment, many advisory firms are looking to get in on the action. But most would-be buyers and sellers come up empty because of unreasonable expectations.
