Elevate The Evolution of Experience

Elevate The Evolution of Experience

JUL 22, 2021


The Evolution of Experience- How Increasingly sophisticated buyers are reshaping RIA M&A – and the industry overall.

This white paper, developed in collaboration with Echelon Partners, addresses the evolution of acquirers in the wealth management industry, with a specific focus on the professional, or “sophisticated,” buyers that have engaged in multiple acquisitions.

Elevate The Evolution of Experience


How increasingly sophisticated buyers are reshaping RIA M&A – and the industry overall

BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.


Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. 




Ask how we can help transform your business