Added on January 2023 in M&A Issues
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Summary: In the first week of the new year, active acquirers in the registered investment advisor space announced a spate of new transactions. Some got done last year, but others closed this week or are slated for this quarter. Not a comprehensive list, these deals may indicate the RIA M&A market will remain vigorous in 2023
Added on December 2022 in M&A Issues
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Summary: Even if you have no plans to sell, taking these steps will mean you're running a better business.
Added on December 2022 in M&A Issues
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Summary: With the market for mergers and acquisitions drying up, registered investment advisors seeking to sell their practice should spend time shining it up first, industry executives say.
Added on November 2022 in M&A Issues
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Summary: It’s important for a registered investment advisor to hire the right lawyer when selling their firm—but there are little more than a handful in the U.S. who have the specialization. An investment banker may not be necessary to succeed in a transaction—but it’s increasingly far better to have one. And don’t forget to reward support staff through the post-sale integration process—they are, after all, doing all the heavy lifting.
Added on November 2022 in M&A Issues
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Summary: Robertson Stephens', CEO Raj Bhattacharyya, discusses the latest trends in the M&A market and how an increase in deals within the past year might impact the future needs and wants of buyers,
