Added on January 2018 in M&A Issues
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Summary: In our recent webinar, ‘M&A Success Drivers: How to Align Firm Culture and Integration’ we were privileged to have Beverly Flaxington, co-founder of The Collaborative, to share her insights and process on how to identify a strong culture fit and then integrate two firms.
Added on January 2018 in M&A Issues
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Summary: The registered investment advisory channel is “ripe” for consolidation, and a short list of firms capitalizing on the market environment have experienced tremendous growth in the last five years.
Added on January 2018 in M&A Issues
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Summary: Despite a slowdown in RIA deal volume during the third and fourth quarters, there was a record 168 transactions in 2017, up 21.7 percent from 2016, according to a report from ECHELON Partners, a investment banking and management consulting firm. The average deal size in 2017 was also valued at more than $1 billion for the second year in a row.
Added on January 2018 in M&A Issues
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Summary: In our recent webinar, ‘M&A Success Drivers: How to Align Firm Culture and Integration’ we were privileged to have Beverly Flaxington, co-founder of The Collaborative, to share her insights and process on how to identify a strong culture fit and then integrate two firms.
Added on January 2018 in M&A Issues
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Summary: Wealth managers interested in selling their firms should not believe the hype about a strong seller’s market, says Dan Seivert, CEO of Echelon Partners, a leading investment banking firm for the industry.
