Added on March 2022 in M&A Issues
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Summary: For buyers and sellers, highlighting the talent up and down the organization is a powerful way to stand out among competitors.
Added on February 2022 in M&A Issues
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Summary: As private equity pours cash into wealth management, financial advisers should be exposing clients to private equity investments.
Added on February 2022 in M&A Issues
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Summary: Merchant Investment Management, a New York-based private partnership that provides growth capital and resources to independent financial services companies, has taken an undisclosed minority stake in Summit Investment Advisory Services, a Roseville, Minnesota-based registered investment advisory firm managing $490 million.
Added on February 2022 in M&A Issues
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Summary: [video] Advisor Growth Strategies' Brandon Kawal details why RIA valuation levels are rising.
Added on January 2022 in M&A Issues
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Summary: Sixty-three percent of RIAs in a recent survey said they expect merger-and-acquisition activity to continue to increase this year, DeVoe & Co. reported this week. Forty-seven percent of advisors said activity would rise somewhat, and 16% said it would do so considerably.
