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Harnessing RIA M&A strategies for growth

Added on May 2018 in M&A Issues
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Summary: With the RIA industry setting itself up for further consolidation based on the macro trends impacting the industry, the opportunity for peer-to-peer M&A activity is increasing dramatically. Multiple industry studies are anticipating record levels of deal-making in 2018, with volumes expected to increase dramatically in the years to come.

M&A Activity for RIAs Surges in Q1, Poised for Boffo Year

Added on April 2018 in M&A Issues
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Summary: M&A activity in the RIA space surged in the first quarter, with the number of deals climbing 12% from a year ago and the average deal size reaching $1.04 billion, according to Echelon Partners’ Q1 RIA M&A Deal Report.

5 Reasons to Consider Selling Your Practice Now

Added on April 2018 in M&A Issues
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Summary: [Webinar] Deciding whether and when to sell is a painfully poignant and often existential decision for many RIA principals.
 

Webinar: 5 Reasons to Consider Selling Your Practice Now

Added on April 2018 in M&A Issues
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Summary: 5 Reasons to Consider Selling Your Practice Now
Join us for a webinar on April 19, 2018 at 1:00 PM EDT

Get Ready for Another Busy M&A Year for RIAs: Echelon

Added on March 2018 in M&A Issues
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SummaryLast year was a banner year for mergers and acquisitions among RIAs. Not only did the number of deals reach a record 168, up 22% from 2016, but also the average assets under management of the acquired firm topped $1 billion for the second year in a row, according to Echelon Partners.

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