Added on October 2017 in M&A Issues
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Summary: A rising number of Registered Investment Advisor (RIA) firms are turning to mergers and acquisitions (M&A) as a way to sustain their business momentum in a period of slowing growth and rapid consolidation. Such deals are not small, either. Case in point: advisors anticipate that M&A deals they plan to strike in the next five years will increase the size of their firms by 37%, according to a recent InvestmentNews study.
Added on October 2017 in M&A Issues
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Summary: A rising number of Registered Investment Advisor (RIA) firms are turning to mergers and acquisitions (M&A) as a way to sustain their business momentum in a period of slowing growth and rapid consolidation. Such deals are not small, either
Added on September 2017 in M&A Issues
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Summary: Buyers are setting the deal terms and RIA sellers are "leaving tons of money on the table," says Seivert, speaking at the annual Deals & Deal Makers Summit hosted by Echelon.
Added on September 2017 in M&A Issues
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Summary: “There are no shortages of opportunity to sell a financial advisory business,” says Matt Matrisian, senior vice president of Strategic Initiative sat AssetMark, which provides investment, relationship and practice management for those firms.
Added on September 2017 in M&A Issues
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Summary NEWPORT BEACH, Calif. -- No, it really isn't a seller's market in the RIA M&A space. In fact, on the contrary, says Dan Seivert, CEO of Echelon Partners, the M&A consultancy and investment banking firm.
