Added on May 2018 in M&A Issues
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Summary: [Video] Advisory firms are growing and mergers and acquisitions are getting bigger. Finding the right partner is one thing, but finding someone that can be a cultural and strategic fit is even more difficult.
Added on May 2018 in M&A Issues
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Summary: With the RIA industry setting itself up for further consolidation based on the macro trends impacting the industry, the opportunity for peer-to-peer M&A activity is increasing dramatically. Multiple industry studies are anticipating record levels of deal-making in 2018, with volumes expected to increase dramatically in the years to come.
Added on May 2018 in M&A Issues
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Summary: Deciding whether and when to sell your firm is a painfully poignant and often existential decision for many RIA principals. Tony Whitebeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling your firm.
Added on May 2018 in M&A Issues
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Summary: Deciding whether and when to sell your firm is a painfully poignant and often existential decision for many RIA principals. Tony Whitebeck, CEO of Key Management Group along with Todd Doherty, Director and M&A Coach at Key Management Group, share their perspective and explore 5 reasons to consider selling your firm.
Added on April 2018 in M&A Issues
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Summary: M&A activity in the RIA space surged in the first quarter, with the number of deals climbing 12% from a year ago and the average deal size reaching $1.04 billion, according to Echelon Partners’ Q1 RIA M&A Deal Report.
