Added on November 2022 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 November 2022 in M&A Issues
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Summary: Robertson Stephens', CEO Raj Bhattacharyya, discusses the latest trends in the M&A market and how an increase in deals within the past year might impact the future needs and wants of buyers,
Added on September 2022 in M&A Issues
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Summary; Echelon Partners’ 10th Deals and Dealmakers Summit, reprised at San Diego’s Intercontinental Hotel after two pandemic postponements, offered attendees a deep dive into mergers and acquisitions in wealth management with a curated group of respected colleagues, potential partners and industry leaders from adjacent professions boasting a range of relevant expertise.
Added on August 2022 in M&A Issues
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Summary: How can smaller RIAs compete against the deep-pocketed serial acquirers that dominate the brutally competitive mergers and acquisitions market?
Added on July 2022 in M&A Issues
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Summary: The latest Echelon Partners RIA M&A report shows that transactions have slowed and deal sizes are smaller relative to the end of 2021, but 2022 is still on track to be another record-breaking year.
