Added on March 2015 in M&A Issues
1 visitor like this article | Viewed 3982 times | 0 comment
Summary: Are RIA prices getting too rich? At least two well-known names in the acquisition business, United Capital and HighTower Advisors, have backed away from buying established registered investment advisers while citing, in part, the high costs of the transactions.
Added on February 2015 in M&A Issues
0 visitor like this article | Viewed 3850 times | 0 comment
Summary: Advisors looking to grow business through M&A must look beyond financials at talent retention and cultural fit, say experts who attended Pershing’s regional symposium Wednesday in New York.
Added on February 2015 in M&A Issues
0 visitor like this article | Viewed 3949 times | 0 comment
Summary: The world of mergers and acquisitions (M&A) enjoyed a frenetic burst of activity in 2014. Transactions reached $2.8 trillion in the first nine months of the year – a rise of 34 percent on the same period last year and the highest volume during this period since the heady days of 2007.
Added on February 2015 in M&A Issues
1 visitor like this article | Viewed 3581 times | 0 comment
Summary: Will these deals end in great success or in heartache? Advisors have every reason to be skeptical, but we see reasons to be optimistic about these business combinations. Here are our thoughts on each.
Added on February 2015 in M&A Issues
1 visitor like this article | Viewed 3379 times | 0 comment
Summary: Interest in dealmaking remains sky high, but actually closing a transaction is anything but easy. At a breakout session devoted to closing deals at TD Ameritrade's national conference, a trio of prominent buyers of RIA firms discussed what they were looking for when assessing a seller.
