Home >

Knowledge and Insight > M&A Issues

The intricacies of integrating RIAs

Gregg Greenberg | InvestmentNews, March 2024

Read the article online >

Summary: Dave Welling, Mercer Advisors’ CEO, says the key to succeeding at RIA M&A is what happens after the deal has been struck.

< Previous Article

8 Ways to Blow a Good M&A Deal

Next Article >

There's a New 'Middle Market' in RIA M&A

comments

Be the first to comment on this Article

Blog Update Signup Banner

Want to buy an RIA practice?

RELATED ITEMS

The Changing Nature of M&A in the RIA Space

Added on November 2024 in M&A Issues

Before M&A, consider 'process and culture'

Added on November 2024 in M&A Issues

How To Sell Your RIA To Grow Your RIA

Added on October 2024 in M&A Issues

RIA M&A market remains red hot, says Dynasty Financial CEO

Added on October 2024 in M&A Issues

How I'm Setting Up Generation Alpha for Financial Success

Added on April 2024 in M&A Issues

In the RIA Match store

Investment Advisor's Guide to Finance

Investment Advisor's Guide to Finance
Price: $0.00

Positioning Your Firm for a Sale

Positioning Your Firm for a Sale
Price: $0.00

Hiring & Retaining Top Talent for Growth

Hiring & Retaining Top Talent for Growth
Price: $0.00

Your session has expired!

To continue, please log in again.

Your session is about to expire!

You will be logged off in seconds.

Do you want to continue your session?