Added on December 2015 in M&A Issues
0 visitor like this article | Viewed 3746 times | 0 comment
Summary: As reported from the MarketCounsel Summit, buyers and sellers are gearing up for a busy year for deals as private equity buyers come off the sidelines, attracted by the strong-growth business and “strong” valuations.
Added on December 2015 in M&A Issues
1 visitor like this article | Viewed 3360 times | 0 comment
Summary: The past several months have been fascinating if you are an independent adviser. Three large transactions have been announced that offer some telling signals about where the industry is headed
Added on December 2015 in M&A Issues
1 visitor like this article | Viewed 4396 times | 0 comment
Summary: In the world of advisor-firm acquisition, the rule of thumb — valuing the deal at two times recurring fee revenue — is an inefficient method of getting at the true value of a business, guest-blogger Daniel Zajac argues in Nerd’s Eye View.
Added on November 2015 in M&A Issues
1 visitor like this article | Viewed 3367 times | 0 comment
Summary: Thinking of selling an RIA firm? Make sure it's tech-savvy and up to speed on social media, digital platforms and automated investment advice.
Added on November 2015 in M&A Issues
1 visitor like this article | Viewed 3255 times | 0 comment
Summary: Download a Pershing whitepaper on RIA-related mergers and acquisitions (M&A) activity is heating up again. In a turnabout from years past, RIA owners are spearheading the resurgence
