Added on May 2023 in M&A Issues
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Summary: Most investors suffered a stomach-churning rollercoaster ride last year as market uncertainty ruled the day. But what was happening to client portfolios did little to affect the appetites of either buyers or sellers in the RIA space. When it came to merger and acquisition (M&A) activity among RIA firms, 2022 was a year of more of the same. Only more so, as new records were set in terms of volume and multiples.
Added on May 2023 in M&A Issues
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Summary: The wealth management space is set for more mergers and acquisitions thanks to strong pipelines reported by strategic acquirers, as private equity continues playing a major role, according to a recent report.
Added on May 2023 in M&A Issues
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Summary: Rajini Kodialam, Focus Financial's co-founder and chief operating officer, discusses the M&A opportunities that exist today for RIAs.
Added on February 2023 in M&A Issues
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Summary: It’s important for a registered investment advisor to hire the right lawyer when selling their firm—but there are little more than a handful in the U.S. who have the specialization. An investment banker may not be necessary to succeed in a transaction—but it’s increasingly far better to have one. And don’t forget to reward support staff through the post-sale integration process—they are, after all, doing all the heavy lifting.
Added on February 2023 in M&A Issues
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Summary: John Furey is the Founder and Managing Partner of Advisor Growth Strategies (AGS), the firm he launched in 2009 to help business owners advance their financial advisory firms. Since the inception of AGS, John has worked with over 300 firms representing $400+ billion in investable assets. AGS has been trusted to help with some of the most important strategic decisions in the lifecycle of advisory including structuring new entities, optimizing business performance, and transaction advisory (M&A).
