We could revisit this to make a page on why having an M&A advisor keeps your acquisition or sale from failing. Mergers and acquisitions (M&A) are seductive. They promise rapid…
read moreValuing a private wealth or asset management business isn’t just about crunching numbers—it’s about understanding how recurring revenue, client relationships, and advisory talent translate into long-term value. In an industry…
read moreMergers and acquisitions are often sold as a cure-all for corporate inefficiencies, market stagnation, or a lack of innovation. They’re touted as the strategic solution to stay ahead in competitive…
read moreWhat Private Equity Buyers Look For Before Signing the Deal In a wealth management M&A deal—especially one involving a private equity–backed acquirer—the due diligence due diligence is where the real…
read moreWhether you’re preparing for a sale, evaluating a merger opportunity, or simply want to better understand your firm’s position in the market, knowing how to value a wealth or asset…
read moreWhether you’re preparing for a sale, exploring a strategic partnership, or planning for succession, understanding the actual value of your RIA or wealth management firm is essential. What Drives Valuation…
read morePrivate equity firms have been increasingly drawn to the wealth management industry in recent years, and for good reason. As the financial services landscape evolves, wealth management firms present an…
read moreStrategic partnerships in wealth management M&A, whether through mergers, acquisitions, or tuck-ins, can redefine the trajectory of a firm. When chosen and managed effectively, the right partner brings more than…
read moreFor wealth and asset managers seeking growth without sacrificing control or culture, partnering with a minority investor can be a transformative strategy. These investors bring more than just capital—they offer…
read moreFor RIAs (Registered Investment Advisor) both wealth and asset managers, growth is the engine that propels your business forward whether it’s by acquiring new clients, increasing assets under management (AUM),…
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