Added on July 2023 in M&A Issues
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Summary: Merger and acquisition activity involving registered investment advisors saw a slight dip during the second quarter even as private equity investors continue to influence deal volume and valuations.
Added on June 2023 in M&A Issues
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Summary: Greater waves of Americans needing professional financial guidance, combined with a rising shortage of financial advisors, create an unprecedented opportunity for independent wealth managers to grow their businesses—and in the process, create enduring value for their own families in the process.
Added on June 2023 in M&A Issues
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Summary: Mergers and acquisitions aren't about aggregation, they're 'about integration,' says Brandon Kawal of Advisor Growth Strategies.
Added on June 2023 in M&A Issues
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Summary: Before RIAs engage in merger and acquisition activity, they must have solid organic growth. This was the view of a three-member panel organized by New York-based public relations firm JConnelly to discuss growth strategies for financial advisory practices.
Added on June 2023 in M&A Issues
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Summary: While fluctuating capital markets may have caused buyers to become more selective, the talk of slowing RIA M&A activity has been overexaggerated, and valuations remain high for growing firms, said panelists at the RIA Edge conference last week.
