Real Deals Trend Report: The Powerful Potential of the RIA to RIA Deal

Real Deals Trend Report: The Powerful Potential of the RIA to RIA Deal

Strategic advice and key considerations to help advisors achieve synergies and create competitive advantages through RIA to RIA transactions.

Real Deals Trend Report: The Powerful Potential of the RIA to RIA Deal, the fifth in a series of reports published by Pershing since 2006, found that despite unfavorable deal-making conditions, 37 percent of all deals in 2012 consisted of an RIA entering into a "one-off" transaction with another RIA or an RIA making a series of acquisitions.

The Real Deals Trend Report offers strategic advice and key considerations to achieve synergies and create competitive advantages through RIA to RIA transactions, including:

  • Realizing the benefits of scale
  • Gaining access to a new market
  • Acquiring new skills or capabilities
  • Effect a succession in ownership

Audience: Registered Investment Advisors