Added on March 2018 in M&A Issues
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Summary: In the last article we considered the pros and cons of achieving revenue growth through acquisition. In this blog we examine the options to accelerate growth through selling your firm. But before we do, an overview of the M&A landscape may be helpful.
Added on February 2018 in M&A Issues
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Summary: M&A activity within the wealth management industry remains strong, with more transactions of a larger size at the start of this year.
Added on February 2018 in M&A Issues
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Summary: Fidelity says M&A in the wealth management space should be robust this year, according to a report. At its recent M&A Leaders Forum in Boston, industry watchers said there should be “accelerating consolidation” in 2018.
Added on February 2018 in M&A Issues
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Summary: [Podcast] An expanded landscape has paved the way for breakaway advisors to monetize their businesses in the short-term, with a growing number of ways to fund start up, de-risk a move, and replace lost unvested deferred comp.
Added on February 2018 in M&A Issues
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Summary: With wealth firms changing hands at a furious pace, some market players are eager to warn would-be sellers that quantity doesn’t equal quality -- and that more transactions hailed means more deals are quietly biting the dust.
