Added on June 2015 in M&A Issues
1 visitor like this article | Viewed 4375 times | 0 comment
Summary: At a total of $3.6 trillion in transactions, 2014 was the most active year for mergers and acquisitions since just before the global financial crisis. This year is on track to surpass that, with deals totaling $1.9 trillion year-to-date through June 3, according to Invesco. Forty of the transactions that occurred last year were “mega-deals”—those valued at over $10 billion—the largest number of these deals since 2006.
Added on June 2015 in M&A Issues
1 visitor like this article | Viewed 4800 times | 0 comment
Summary: While buying into an advisory firm can be an incredible opportunity in the long run, there are also some very important caveats and potential problems to consider, in terms of both the financial terms of the succession deal, and also the more nuanced challenges of participating as one of several partners in a multi-owner firm.
Added on June 2015 in M&A Issues
0 visitor like this article | Viewed 3915 times | 0 comment
Summary: Valuing an RIA reminds me of the classic western The Good, The Bad and The Ugly. You may recall the story of three distinct characters racing to dig up gold buried in a graveyard. Each of the characters is a succinct manifestation of the different ways to value an advisory firm.
Added on May 2015 in M&A Issues
0 visitor like this article | Viewed 4244 times | 0 comment
Summary: Savant Capital Management has closed on its third acquisition of a fellow RIA firm over the past 17 months with the purchase of Orion Capital Management of Winnetka, Illinois.
Added on May 2015 in M&A Issues
1 visitor like this article | Viewed 4728 times | 0 comment
Summary: Selling a company is often difficult and time consuming. The merger and acquisition (M&A) process is one that requires careful planning, competent professionals assisting the target company, and an understanding of the deal dynamics involved in the negotiations.
