Added on January 2019 in M&A Issues
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Summary: We started in 1985, and an Independent RIA in 2004. We work with a limited BD. Advisors or firms that join us can choose to join our RIA only, or to affiliate with the BD as well. 90% of our business is fee based. We have 16 locations throughout the US, and have 100 advisors. Our firm manages over 11B of Assets. If you are interested in a move, succession plan, or purchase, please reach out.
Added on January 2019 in M&A Issues
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Summary: I've been plugging away for 25 years and feel like it's time for some kind of change. My firm owns a nice office space on Sanibel and there aren't Reps out here - a great opportunity for asset gathering.
Added on January 2019 in M&A Issues
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Summary: According to Echelon Partners, the merger and acquisitions consulting firm, the average RIA tripled its revenues between 2010 and 2017. Although this growth is strong, firms are facing intensified pressure to achieve even greater scale with long-term endurance. The result? Many are turning toward mergers or acquisition strategies to reach those goals.
Added on January 2019 in M&A Issues
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Summary: The financial market volatility that picked up in earnest last year was not enough to derail the pace of consolidation among registered investment advisers.
Added on January 2019 in M&A Issues
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Summary: Veteran dealmaker Peter Raimondi just acquired a tax practice for his latest wealth management firm and hopes to purchase at least two RIAs by the end of the year. And he says there’s a good chance he won’t have to pay as much as he would have last year.
