Added on March 2015 in M&A Issues
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Summary: A new product combining technology with M&A consulting services for RIAs was recently launched by AmplifyRIA and RIA Match, off the back of advisor demand for an end-to-end solution that would oversee the entire relationship-matching process.RIA Match Concierge Consulting is aimed at RIAs that are looking to buy, sell, merge or add advisors, led by the chief executive and founder of RIA Match, Mary Ann Buchanan, and Kathleen Asack, founder and principal of AmplifyRIA.
Added on March 2015 in M&A Issues
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Summary: Whether merging practices or acquiring rainmakers, advice firms typically need outside help to find each other and close the deals. Custodians, investment bankers and boutique matchmakers can all add value for advisors. But picking the right consultant is a challenge in itself, since the service is only as good as its network and market intelligence.
Added on March 2015 in M&A Issues
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Summary: Advisers are aging—and few have a succession plan, or even a grip on how to sell, merge or add to their practice, say the creators of RIA Match Concierge Consulting.
Added on March 2015 in M&A Issues
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Summary: AmplifyRIA, a Boston based independent consulting firm, and adviser matching service RIA Match, have teamed to create RIA Match Concierge Consulting (RMCC) -- a new service which combines the technology platform with expert M&A consulting for RIAs that are looking to buy, sell, merge, join or add advisors.
Added on March 2015 in M&A Issues
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Summary: Henley’s popular poem Invictus was a favorite of Nelson Mandela’s and my grandmother. These lines could be the mantra of most advisors whether buyers or sellers. Advisors have grit. This grit is both the source of our success and the essence our vulnerability. As a buyer, your goal is to grow inorganically. You know you have a lot of company. Our advisory world is full of buyers with few sellers to be seen.
