Added on March 2018 in M&A Issues
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Summary: Last year was a banner year for mergers and acquisitions among RIAs. Not only did the number of deals reach a record 168, up 22% from 2016, but also the average assets under management of the acquired firm topped $1 billion for the second year in a row, according to Echelon Partners.
Added on March 2018 in M&A Issues
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Summary: In the last article we considered the pros and cons of achieving revenue growth through acquisition. In this blog we examine the options to accelerate growth through selling your firm. But before we do, an overview of the M&A landscape may be helpful.
Added on February 2018 in M&A Issues
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Summary: M&A activity within the wealth management industry remains strong, with more transactions of a larger size at the start of this year.
Added on February 2018 in M&A Issues
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Summary: Fidelity says M&A in the wealth management space should be robust this year, according to a report. At its recent M&A Leaders Forum in Boston, industry watchers said there should be “accelerating consolidation” in 2018.
Added on February 2018 in M&A Issues
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Summary: [Podcast] An expanded landscape has paved the way for breakaway advisors to monetize their businesses in the short-term, with a growing number of ways to fund start up, de-risk a move, and replace lost unvested deferred comp.
