Added on November 2019 in M&A Issues
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Added on November 2019 in M&A Issues
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Added on November 2019 in M&A Issues
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Summary:To advance to the next level, our Buyer Preparedness ebook is a comprehensive guide to list all of your firm's attrtibutes. The process will help you identify your key differentiators and succinctly promote your core attributes and value proposition.
To get your copy of the Buyer Preparedness ebook, email concierge@riamatch.com and include your phone number and email.
Added on October 2019 in M&A Issues
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Summary: Sacramento, Calif.-based Allworth Financial continued its aggressive acquisition strategy by purchasing Dallas-based RAA, a $2.8 billion registered investment adviser that specializes in serving airline industry employees.
Added on October 2019 in M&A Issues
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Summary: The U.S. wealth management M&A market remained relatively robust in the third quarter “despite continued capital markets uncertainty,” with the 49 completed deals falling just slightly shy of the 52 transactions finalized in the second quarter, according to the Q3 2019 RIA M&A Deal Report released Tuesday by Echelon Partners.
