Added on January 2018 in M&A Issues
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Summary: Hanson McClain Advisors, tapping funds from Parthenon Capital Partners, its private equity partner, is merging with Simply Money Advisors, headed by Nathan Bachrach and Ed Finke.
Added on January 2018 in M&A Issues
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Summary: Deals are being transacted at a record pace, capital is pouring in and strategic buyers, led by well-financed RIAs, are frantically plotting to consummate more acquisitions in 2018.
Added on December 2017 in M&A Issues
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Summary: Financial advisors’ value will grow in 2018, on the strength of new technology tools, M&A deals and a sense of relief around the fiduciary rule.
Added on December 2017 in M&A Issues
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Summary: MIAMI BEACH, Fla. - Exactly how RIAs are valued is a matter of long-standing debate, and the topic is more relevant than ever in the midst of a red-hot market. According to Vic Esclamado, managing director at DeVoe & Company there are three drivers of value RIAs can't afford to ignore: growth, cash flow and risk.
Added on December 2017 in M&A Issues
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Summary: Several factors, including consolidation in the independent advice industry and PE's own growing mountain of cash, are fueling the zeal to invest
