Real Deals Achieving Purposeful Growth with Purposeful Transactions

Real Deals Achieving Purposeful Growth with Purposeful Transactions

RIA firms are now firmly in the driver's seat.

Just a few years ago, elite firms and large institutions were behind most merger and acquisition activity. Today, however, deals involve advisory firms of every size—and nearly half are RIA-to-RIA transactions. What are the reasons for this "democratization" of deals? What are firms hoping to accomplish—and how well are they succeeding?

Real Deals: Achieving Purposeful Growth with Purposeful Transactions updates one of the industry’s longest-running series of reports on advisor business transitions. This latest installment takes a close look at the strategic business purposes driving many transactions—and examines whether those purposes are in fact being fulfilled. The report discusses such issues as:

  • Who is acquiring—and who is being acquired
  • How demographics and the talent shortage are driving transactions today
  • The single most common business rationale for conducting a deal
  • When deals meet expectations—and where they fall short
  • The critical importance of clarifying a deal's strategic goal
  • Four key steps for avoiding buyer's remorse

Audience: Advisors, Investment Managers, Registered Investment Advisors, Wealth Managers