Added on December 2015 in M&A Issues
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Summary: As reported from the MarketCounsel Summit, buyers and sellers are gearing up for a busy year for deals as private equity buyers come off the sidelines, attracted by the strong-growth business and “strong” valuations.
Added on October 2015 in M&A Issues
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Summary: Inorganic growth is becoming an increasingly fundamental business strategy for many registered investment advisory firms, to the point where many established advisor practices are now becoming experienced buyers engaging in multiple deals.
Added on October 2015 in M&A Issues
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Summary: Advisors considering a move in the fourth quarter may want to take stock as the end of the year approaches. If you take only one message from a rather tumultuous 2015, you might want to consider this: Build your practice with a firm where retail wealth management is a core business.
Added on September 2015 in M&A Issues
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Summary: Some advisers dream of acquiring another practice. Their wish list may include doubling their assets under management and creating a regional or even national presence.Such things are possible if an acquisition goes well. Not every deal is a winner, though. Firm cultures may not mesh, the paperwork may be overwhelming and clients may leave, taking assets with them.
Added on September 2015 in M&A Issues
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Summary: With about 30 firms now a part of Dynasty Financial, the firm sees no end in sight as it added a Wells Fargo team to its network on Monday.
