From InvestmentNews
Added on December 2017 in M&A Issues
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Summary: Several factors, including consolidation in the independent advice industry and PE's own growing mountain of cash, are fueling the zeal to invest
From WealthManagement.com
Added on November 2017 in M&A Issues
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Summary: For growing advisory firms, acquisitions are increasingly seen as a viable path forward; for advisors looking to exit the business, selling is seen as an easy way to monetize the business at the end of a career.
From Financial Planning
Added on November 2017 in M&A Issues
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Summary: CHICAGO - Two advisory firms can have nearly identical revenue and assets under management. Yet if one structures its business in specific, strategic ways, it can command more than twice the valuation of a lifestyle-oriented practice — even if the other firm is larger.
From InvestmentNews
Added on November 2017 in M&A Issues
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Summary: Financial advisers looking to catch a ride on the consolidation wave by putting their firm up for sale should be open to the reality that valuations are often more art than science.
From IRIS
Added on November 2017 in M&A Issues
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Summary: Many firms facing increased overheads and infrastructure costs in the next few years are considering acquisition or merger strategies as a survival or growth strategy.
